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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-09 |
Branch Locations
1512 Eureka Rd 3Rd Fl [Ne-Rbo], Roseville, CA 95661 • United States
2995 Grass Valley Hwy, Auburn, CA 95603 • United States
5036 Ellinghouse Dr Ste 130, Cool, CA 95614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 12/2016 | 03/2022 |
| Bank Of America, N.A. | Sacramento | CA | 12/2016 | 03/2022 |
| Empire Golf Inc | Rancho Murieta | CA | 10/2012 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 03/2022 | Present |
RENTAL PROPERTY; INV RELATED; ROSEVILLE, CA; 100% OWNERSHIP WITH SPOUSE; START: 01/01/2025; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL. ROCKLIN HS - AP ECONOMICS ; NOT INV RELATED;ROCKLIN,CA; EDUCATING OUR YOUTH; PRESENTER/TEACHER; START DATE: 05/01/2026; 8 HRS PER MONTH; 8 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-02 |
Reach out to this advisor