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 | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 09/2025 | Present |
| Wilmington Trust / M&T Bank | Los Angeles | CA | 06/2023 | 09/2025 |
| First Republic Bank | Newport Beach | CA | 11/2020 | 06/2023 |
| First Republic Bank | San Francisco | CA | 07/2013 | 11/2020 |
I*2903266 Entity Type: N/A Name of OBA: The Wesley Family Trust, dated October 13, 2021 Address:Cypress California Investment Related:No Position, Title, Association:Successor Trustee Start Date:01/01/2030 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Successor Trustee for Child/Grandchild I*2903268 Entity Type: N/A Name of OBA: Kevin Wesley and/or J.W. Address:Cypress California Investment Related:No Position, Title, Association:Successor Power of Attorney Start Date:01/01/2030 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Successor Power of Attorney for Child/Grandchild I*2903269 Entity Type: N/A Name of OBA: The Wesley Family Trust, dated October 13, 2021 Address:Cypress California Investment Related:No Position, Title, Association:Executor Start Date:01/01/2030 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Executor for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
Reach out to this advisor