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 | 2020-10-14 |
| CA | RA | APPROVED | 2020-10-07 |
Branch Locations
Los Angeles, CA • United States
2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance/Capstone Partners | Los Angeles | CA | 06/2019 | 09/2020 |
| Mfg Advisory | Pacific Palisades | CA | 06/2017 | 05/2019 |
| Bel Air Investment Advisors | Los Angeles | CA | 09/2013 | 05/2017 |
| Mml Investors Services, Llc | Los Angeles | CA | 01/2020 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 09/2020 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 10/2020 | Present |
I*4354276, Entity Type: , Name of OBA: Rental Property 1, Address: Pacific Palisades, California, 90272, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 01/01/2026, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-28 |
Reach out to this advisor