Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-04-21 |
| CA | RA | APPROVED | 2020-03-06 |
Branch Locations
14300 N Northsight Blvd Suite 222, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 07/1996 | 03/2020 |
| Bank Of America, N.A. | Walnut Creek | CA | 07/2011 | 03/2020 |
| Sanctuary Securities, Inc. | Danville | CA | 03/2020 | Present |
| Sanctuary Advisors Llc | Danville | CA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
Reach out to this advisor