Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
Cwm Retail, Sales 23562 El Toro Rd, Lake Forest, CA 92630 • United States
Cwm Retail, Sales 34117 Golden Lantern, Dana Point, CA 92629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Anaheim | CA | 08/2021 | 08/2021 |
| Microwine Group Inc | Brea | CA | 04/2020 | 07/2021 |
| Unemployed | Anaheim | CA | 01/2019 | 03/2020 |
| Cybernaut Greentech Investment | Beijing | 03/2018 | 12/2018 | |
| Tiger Loans | Irvine | CA | 10/2016 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Irvine | CA | 09/2021 | 05/2022 |
| Northwestern Mutual Investment Services, Llc | Irvine | CA | 09/2021 | 05/2022 |
| Unemployed | Irvine | CA | 09/2017 | 02/2018 |
| Jp Morgan Chase Bank, N.A. | Irvine | CA | 05/2022 | 04/2025 |
| Jp Morgan Securities Llc | Irvine | CA | 05/2022 | 04/2025 |
| University Of Florida | Gainesville | FL | 09/2015 | 10/2016 |
| Citigroup | Irvine | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
Reach out to this advisor