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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Rolling Hills | CA | 07/2013 | 07/2023 |
| E*Trade Capital Management Llc | Rolling Hills | CA | 07/2013 | 07/2023 |
| Morgan Stanley | Rolling Hills Estates | CA | 03/2023 | 07/2023 |
| Harrisdirect Llc | Rolling Hills | CA | 07/2013 | 07/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pasadena | CA | 07/2023 | 07/2024 |
| Tiaa | Pasadena | CA | 07/2023 | 07/2024 |
| Charles Schwab & Co., Inc | Sacramento | CA | 07/2024 | 01/2026 |
| Charles Schwab Bank Ssb | Sacramento | CA | 07/2024 | 01/2026 |
| Morgan Stanley | Roseville | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-22 |
Reach out to this advisor