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 | 2026-06-22 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Newport | CA | 10/2025 | 05/2026 |
| Reserve Investment | Newport | CA | 10/2025 | 05/2026 |
| Pacific Management Company (Pimco) | Newport Beach | CA | 08/2024 | 06/2025 |
| Chapman University | Orange | CA | 08/2020 | 05/2024 |
| Pacific Investment Management Company (Pimco) | Newport Beach | CA | 06/2023 | 08/2023 |
| Chapman University | Orange | CA | 10/2022 | 03/2023 |
| Seacliff Country Club/The Huntington Club/Spanish Hills Country | Huntington Beach | CA | 10/2020 | 07/2022 |
| Huntington Beach High School | Huntington Beach | CA | 08/2016 | 07/2020 |
| Unemployed | Huntington Beach | CA | 06/2024 | 07/2024 |
| Unemployed | Huntington Beach | CA | 07/2025 | 10/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 02/2026 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 05/2026 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
Reach out to this advisor