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_RES | 2024-06-20 |
| CA | RA | APPROVED | 2024-03-13 |
Branch Locations
2555 E Camelback Rd, Phoenix, AZ 85016 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 06/2019 | 01/2020 |
| Grand Canyon University | Phoenix | AZ | 08/2016 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2018 | 08/2018 |
| Lifetime Fitness | Phoenix | AZ | 05/2017 | 08/2017 |
| Southwest Window And Doors Llc | Tempe | AZ | 07/2019 | 07/2019 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2020 | 12/2021 |
| Torchbearers International | Cambridge | 01/2020 | 03/2020 | |
| Scottsdale Mint | Scottsdale | AZ | 05/2020 | 06/2020 |
| Schwab Private Client Investment Advisory | Phoenix | AZ | 01/2022 | 02/2024 |
| Charles Schwab & Co, Inc. | Phoenix | AZ | 01/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 02/2024 | Present |
| Bank Of America, N.A. | Phoenix | AZ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-13 |
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