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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
| CA | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dublin | CA | 03/2026 | Present |
| Homesmart Pv & Associates | Modesto | CA | 06/2021 | 03/2026 |
| Oak Valley Community Bank | Oakdale | CA | 07/2023 | 05/2024 |
| Wells Fargo Bank | Modesto | CA | 03/2018 | 06/2019 |
| Redeemer Church | Modesto | CA | 03/2012 | 12/2021 |
| National Life Group | Modesto | CA | 10/2024 | 03/2026 |
| Delight Signing Llc | Modesto | CA | 04/2021 | 10/2022 |
| Bank Of America, N.A. | Dublin | CA | 05/2026 | Present |
I*4565305 Entity Type: For Profit Name of OBA: National Life Group Address: Montpellier, Vermont, 5604 Investment Related: Yes Position, Title, Association: Other Employee Start Date: 03/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: I was contracted with NLG as a Affiliate Insurance agent. The contract was terminated on 3-9- 2026. No longer apply due to contract termination.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
Reach out to this advisor