Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-14 |
| CA | RA | APPROVED | 2019-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 04/2019 | Present |
| Calix Inc | San Jose | CA | 01/2015 | 04/2017 |
| Self Employed (1099) - World Financial Group | San Jose | CA | 08/2014 | 04/2019 |
| Bank Of America, N.A. | San Jose | CA | 05/2019 | Present |
I*4663267 Entity Type: Charitable Name of OBA: Contemporary Asian Theatre Scene Address: San Jose, California, 95112 Investment Related: No Position, Title, Association: Officer Employee Start Date: 07/30/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Non-profit to provide AAPI emerging artists a platform through performing arts to promote inclusion and connect people through the transformative power of art Assist to help manage production volunteers, help with event selection and scheduling for theater season, review agendas, acts as liaison between board and production staff, and help to promote organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
Reach out to this advisor