Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Rafael | CA | 04/2026 | Present |
| J.P. Morgan Securities Llc | San Rafael | CA | 04/2026 | Present |
| Equitable Financial Life Insurance | Walnut Creek | CA | 09/2025 | 04/2026 |
| Equitable Advisors, Llc | Walnut Creek | CA | 08/2025 | 04/2026 |
| Unemployed | San Rafael | CA | 05/2025 | 07/2025 |
| Sodexo Us | San Jose | CA | 01/2022 | 04/2025 |
| Saint Mary's College Of California | Moraga | CA | 08/2021 | 12/2024 |
| Saint Mary's College Of California | Moraga | CA | 08/2022 | 04/2024 |
| Economics Applications Inc. | Moraga | CA | 01/2021 | 04/2024 |
| Saint Mary's College Recreation | Moraga | CA | 05/2023 | 12/2023 |
| Unemployed | Berkeley | CA | 04/2016 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
Reach out to this advisor