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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tustin | CA | 04/2020 | Present |
| Bank Of America Corporation | Irvine | CA | 07/2021 | 03/2025 |
| Bank Of America Corporation | Irvine | CA | 04/2020 | 07/2021 |
| Melody School Inc | Irvine | CA | 11/2019 | 03/2020 |
| Unemployed | Irvine | CA | 08/2018 | 10/2019 |
| Cricket Wireless Authorized Retailer | Irvine | CA | 06/2017 | 08/2018 |
| Mimi He | Irvine | CA | 04/2017 | 06/2017 |
| Best Food | Irvine | CA | 12/2016 | 12/2017 |
| Unemployed | Irvine | CA | 12/2015 | 11/2016 |
| Bank Of America, N.A. | Tustin | CA | 05/2025 | Present |
I*4725275 Entity Type: N/A Name of OBA: L D AND J S FAMILY TRUST Address: IRVINE, California, 92620 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-07 |
Reach out to this advisor