Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| CA | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Springs | CA | 11/2025 | Present |
| Tommy Bahama R & R Holdings | Palm Desert | CA | 12/2023 | Present |
| Indian Wells Golf Resort | Indian Wells | CA | 10/2023 | 12/2023 |
| Unemployed | Cathedral City | CA | 08/2023 | 09/2023 |
| Mister Lyon's Steakhouse | Palm Springs | CA | 08/2022 | 07/2023 |
| Clos Du Val Winery | Napa | CA | 03/2021 | 07/2022 |
| Constellation Brands | Napa | CA | 03/2020 | 03/2021 |
| Southern Glazer's Wine & Spirits | Napa | CA | 07/2013 | 03/2020 |
| Sonoma State University | Rohnert Park | CA | 02/2022 | 03/2024 |
| Bank Of America, N.A. | Palm Springs | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-29 |
Reach out to this advisor