Best Investors
Account
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Best Investors
Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
8 Montgomery St, San Francisco, CA 94104-4625 • 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 | 06/2021 | 08/2022 |
| Bank Of America, N.A. | San Francisco | CA | 06/2021 | 08/2022 |
| Wells Fargo | San Francisco | CA | 01/2020 | 06/2021 |
| The Juice Shop | San Francisco | CA | 10/2019 | 01/2020 |
| Reveille Coffee Co. | San Francisco | CA | 12/2018 | 10/2019 |
| Zucherburg General Hospital | San Francisco | CA | 05/2019 | 09/2019 |
| City College Of San Francisco | San Francisco | CA | 09/2019 | 12/2019 |
| Olive & Gourmando | Montreal | 08/2018 | 11/2018 | |
| Wise Sons Catering | San Francisco | CA | 06/2019 | 03/2020 |
| La Lumiere Du Mile End | Montreal | 06/2016 | 08/2018 | |
| Boulangerie La Fournil | Montreal | 08/2016 | 05/2017 | |
| Wells Fargo Bank, Na | San Francisco | CA | 09/2022 | 09/2023 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 09/2022 | 09/2023 |
| Fidelity Investments | San Francisco | CA | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111397|OrgNmn:Yogini Sanctuary|Org Addr:san franci,California,US|OBA Nature:Yoga |Invst Rel:N|Title:Yoga Teacher|Duties:teach yoga once every two months|StrtDt:10-01-24|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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