Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-25 |
Branch Locations
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 09/2013 | 12/2018 |
| Bank Of America, N.A. | San Diego | CA | 09/2013 | 12/2018 |
| Citigroup | Costa Mesa | CA | 12/2018 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Rancho Sante Fe | CA | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
Rental Property / Irvine, CA / Investment Related / Started 01-July-2021 / Owner / manage the rental when needed; 5 hours devoted per month / 0 during trading hours. *617317 - The Alldredge Family Trust; Investment related: Yes; San Diego, California; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 6/2021; During business hours: 0; After business hours: 5;Accounting/Bookkeeping:Administrative:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-27 |
Reach out to this advisor