Best Investors
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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-24 |
Branch Locations
180 Grand Avenue, Oakland, CA 94612 • United States
1995 University Ave Suite 100, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 05/2019 | 05/2021 |
| Bank Of America | Monterey Park | CA | 07/2018 | 05/2019 |
| Citibank | Alhambra | CA | 11/2016 | 07/2018 |
| East West Bancorp, Inc. | El Monte | CA | 10/2015 | 11/2016 |
| J.P. Morgan Securities Llc | Irvine | CA | 05/2019 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eastvale | CA | 06/2021 | 11/2022 |
| Bank Of America, N.A. | Eastvale | CA | 08/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Irvine | CA | 11/2022 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 11/2022 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 01/2024 | 04/2024 |
| U.S. Bancorp Investments, Inc. | Chino | CA | 05/2024 | 07/2025 |
| Lpl Financial Llc | Newport Beach | CA | 08/2025 | 12/2025 |
| Charles Schwab Bank, Ssb | Berkeley | CA | 12/2025 | Present |
| Charles Schwab & Co., Inc. | Berkeley | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-16 |
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