Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
735 Tank Farm Rd, Suite 200, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Los Angeles | Los Angeles | CA | 08/2016 | 06/2020 |
| Ucla New Student And Transition Programs | Los Angeles | CA | 03/2018 | 09/2020 |
| Blanke Schein Wealth Management | Palm Desert | CA | 06/2020 | 06/2023 |
| Ruttenberg Ip Law, Apc | Los Angeles | CA | 03/2021 | 07/2021 |
| Hightower Securities Llc | Palm Desert | CA | 07/2021 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Luis Obispo | CA | 06/2024 | 07/2025 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2023 | 03/2024 |
| Bank Of America, N.A. | San Luis Obispo | CA | 11/2024 | 07/2025 |
| Raymond James & Associates | San Luis Obispo | CA | 07/2025 | Present |
I*: 2489262 Entity Type: Charitable Name of OBA: Toastmasters International Address: Englewood, CO 80112 Investment Related: No Position, Title, Association: Officer Employee Start Date: 06/16/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Toastmasters is an international organization in which members gather to practice public speaking skills by giving formal speeches. As Secretary for the SLO chapter, I would maintain filing for the club (non-finance documents), and take minutes at each meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
Reach out to this advisor