Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
| CA | RA | APPROVED | 2026-04-27 |
Branch Locations
2300 Harbor Blvd Ste B, Costa Mesa, CA 92626 • United States
2970 Harbor Blvd, Costa Mesa, CA 92626 • United States
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| Tsc Distributors, Llc | Boston | MA | 05/2013 | 01/2017 |
| Waypoint Direct Investments, Llc | Stamford | CT | 05/2018 | 01/2019 |
| Waypoint Residential Llc | Stamford | CT | 04/2018 | 01/2019 |
| Cell Care Therapeutics | Monrovia | CA | 02/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 05/2019 | 10/2023 |
| Unemployed | Newport Beach | CA | 02/2019 | 04/2019 |
| Bank Of America, N.A. | Irvine | CA | 07/2019 | 10/2023 |
| Raymond James & Associate Inc. | Beverly Hills | CA | 10/2023 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-22 |
| S66 | Uniform Combined State Law Examination | 2008-11-14 |
Reach out to this advisor