Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-07 |
| CA | RA | APPROVED | 2017-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pasadena | CA | 09/2009 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burbank | CA | 06/2017 | Present |
| Bank Of America, N.A. | Burbank | CA | 06/2017 | Present |
I*1243335 For profit or not for profit: Entity For Profit Name of outside business organization: Melodias Properties Investment related: N Address of business: Covina, California, 91724 Nature of business: ["S Corporation"] Position, title, association: ["Owner"], Start date of relationship: 7/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Purchase of additional home or rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
Reach out to this advisor