Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-07 |
| CA | RA | APPROVED | 2011-09-19 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
555 California St, San Francisco, CA 94104 • United States
Fairfield, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Napa | CA | 08/2011 | Present |
| Bank Of America, N.A. | Napa | CA | 11/2011 | Present |
I*106547For profit or not for profit: For-Profit OrganizationName of outside business organization: Mineral Rights Lease with Penterra Services LLCInvestment related: NAddress of business:Lafayette, Louisiana 70508Nature of business: Other,LeasePosition, title, association: Owner, Start date of relationship: 12/15/2016Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: This is a mineral rights lease, in which I am leasing the mineral rights to property owned by my family and myself to Penterra Services for a period of 3 years, which may be extended if the property is actively producing any natural gas.I*2047272, Entity Type, Name of OBA: Acting (various production companies), Address: San Francisco, CA, 94104, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 10/20/2024, No Hours: 30hrs/Weekly, No Hours during trading: 0, Duties: Acting in various roles as cast in theater, commercial or film work. I*2934317 Entity Type: For Profit Name of OBA:Poshmark Address:Fairifeld California Investment Related:No Position, Title, Association:Other Start Date:10/04/2025 No Hours: 3 Weekly No Hours during trading:0 Weekly Duties:Selling gently-used clothing/items/stuff from my closet online Photograph & post items for sale, package and ship items if and when they sell.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2005-09-12 |
Reach out to this advisor