Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
26821 Aliso Creek Road, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Aliso Viejo | CA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Aliso Viejo | CA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Margarita | CA | 06/2019 | 05/2026 |
| Bank Of America | Rancho Santa Margarita | CA | 06/2019 | 05/2026 |
| J.P. Morgan Securities Llc | Ladera Ranch | CA | 08/2018 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Laguna Beach | CA | 02/2017 | 06/2019 |
| Wells Fargo | Ladera Ranch | CA | 08/2015 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-24 |
Reach out to this advisor