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 | 2026-07-02 |
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
33 New Montgomery St, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 02/2021 |
| First National Bank Of Northern California | South San Francisco | CA | 12/2003 | 06/2018 |
| E*Trade Securities Llc | San Francisco | CA | 04/2021 | 05/2023 |
| E*Trade Capital Management Llc | San Francisco | CA | 04/2021 | 05/2023 |
| Morgan Stanley | San Francisco | CA | 03/2023 | 05/2023 |
| Fidelity Investments | Burlingame | CA | 05/2023 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2026 | Present |
| Unemployment | South San Francisco | CA | 12/2025 | 04/2026 |
| Bank Of America, N.A. | San Francisco | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-16 |
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