Best Investors
Account
Sign in
Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-16 |
Branch Locations
399 Park Ave., 39Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds/Capital Group Co'S | Los Angeles | CA | 06/2014 | Present |
I WILL BE RESPONSIBLE FOR PROVIDING ADVISORY SERVICES TO CAPITAL RESEARCH AND MANAGEMENT COMPANY, A REGISTERED INVESTMENT ADVISER AFFILIATE OF AMERICAN FUNDS DISTRIBUTORS, INC. MY TITLE IS Portfolio Strategy Manager (April 2022). THIS ROLE MAY REQUIRE ME TO WORK 10-30 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-30 |
Reach out to this advisor