Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-18 |
| CA | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Malibu | CA | 10/2024 | Present |
| Bank Of America N.A. | Malibu | CA | 04/2021 | 10/2024 |
| The Wmg Group, Llc | Malibu | CA | 04/2018 | 04/2021 |
| Yogaworks | Los Angeles | CA | 09/2016 | 09/2020 |
| Keck Hospital Of Usc | Los Angeles | CA | 12/2013 | 04/2018 |
| The Wmg Group | Malibu | CA | 04/2000 | 04/2022 |
| Bank Of America, N.A. | Malibu | CA | 11/2024 | Present |
I*5099268, Entity Type: Entity For Profit, Name of OBA: Unclaimed Property Finder, Address: Calabasas, California, 91302, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 09/01/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: My responsibilities would include researching state unclaimed property databases to identify potential unclaimed funds, verifying ownership information, and contacting individuals or businesses who may be entitled to recover those assets. I would explain the claims process, obtain signed service agreements outlining contingent compensation upon successful recovery, and assist clients with completing claim forms and gathering required documentation. I would help clients navigate any issues that arise during the review process, provide updates on claim status, and support them through fund recovery. Compensation would be paid directly by the individual or business after funds are successfully retrieved. All research, client communications, and administrative assistance would be performed outside of my normal working hours and independently of my employment responsibilities. To generate additional income, I would like to assist individuals and businesses in California and Pennsylvania with identifying potential unclaimed property and helping them complete and submit the necessary documentation required to recover funds that may rightfully belong to them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
Reach out to this advisor