Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| CA | RA | APPROVED | 2026-05-28 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2026 | Present |
| Sierra College In Rocklin | Rocklin | CA | 12/2020 | 06/2021 |
| Bank Of America, N.A. | San Francisco | CA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 01/2025 | 05/2026 |
| J.P. Morgan Securities Llc | Palo Alto | CA | 01/2025 | 05/2026 |
| Ernst & Young | San Francisco | CA | 01/2024 | 01/2025 |
| 1 Hotel | San Francisco | CA | 09/2023 | 01/2024 |
| Ducks Unlimited | Washington | DC | 06/2022 | 07/2022 |
| Robert W Baird & Co | Roseville | CA | 06/2021 | 08/2021 |
| California State Parks | Folsom | CA | 06/2017 | 09/2020 |
| University Of North Carolina | Chapel Hill | NC | 06/2021 | 05/2023 |
| Del Oro High School | Loomis | CA | 08/2015 | 05/2019 |
| Point Loma Nazarene University | San Diego | CA | 08/2019 | 12/2020 |
| Unemployed | San Francisco | CA | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
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