Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-16 |
Branch Locations
301 North Lake Avenue Suite 1150, Pasadena, CA 91101 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Los Angeles | CA | 11/1995 | 11/2020 |
| Morgan Stanley Smith Barney | Los Angeles | CA | 06/2009 | 11/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 11/2020 |
| Wedbush Securities Inc. | Los Angeles | CA | 01/2021 | 02/2026 |
| Raymond James & Associates | Pasadena | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-29 |
Reach out to this advisor