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 | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 07/2025 | Present |
| Starbucks | Scottsdale | AZ | 09/2023 | 12/2023 |
| Shanghai Media Group | Shanghai | 07/2009 | 06/2023 | |
| Unemployed | Scottsdale | AZ | 01/2024 | 07/2025 |
| Bank Of America, N.A. | Scottsdale | AZ | 01/2026 | Present |
I*5463268, Entity Type: Entity Charitable, Name of OBA: El Carmelo PTA Executive Board, Address: Palo Alto, California, 94306, Investment Related: N, Position, Title, Association: ["Treasurer"], Employee Start Date: 08/20/2026, No Hours: 8 Monthly, No Hours during Trading: 1 Monthly, Duties: Treasurer Help arrange the activities and reimbursements the expenses. To help the school arranging students activities and support parents-school relationship. I*5464269, Entity Type: , Name of OBA: JLS Middle PTA, Address: Palo Alto, California, 94306, Investment Related: N, Position, Title, Association: voluntary membership, Employee Start Date: 08/21/2026, No Hours: 8 Monthly, No Hours during Trading: 1 Monthly, Duties: voluntary membership Help to organize students activities and support the school and parents relationship
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
Reach out to this advisor