Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-15 |
| NY | RA | APPROVED | 2024-11-12 |
| CA | RA | APPROVED | 2024-11-08 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | New York | NY | 06/2018 | 08/2018 |
| Ubs Financial Services Inc. | Weehawken | NJ | 01/2020 | 10/2020 |
| Shulson Collective | Philadelphi | PA | 10/2019 | 12/2019 |
| Penn State University | State College | PA | 01/2015 | 05/2017 |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2019 |
| Unemployed | San Diego | CA | 05/2019 | 10/2019 |
| Morgan Stanley | Gilbert | AZ | 03/2021 | 12/2022 |
| Unemployed | Calexico | CA | 11/2020 | 02/2021 |
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 12/2022 | 10/2024 |
| Morgan Stanley | San Diego | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-25 |
Reach out to this advisor