Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
| CA | RA | APPROVED | 2024-06-03 |
Branch Locations
591 W Hamilton Ave Ste 110, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 03/2018 | 01/2019 |
| Unemployed | Santa Fe | NM | 04/2016 | 09/2016 |
| Lyft | San Francisco | CA | 10/2016 | 03/2018 |
| Uber | San Francisco | CA | 05/2017 | 01/2019 |
| Nufi | Sunnyvale | CA | 09/2016 | 07/2017 |
| Bank Of America, N.A. | Menlo Park | CA | 05/2018 | 01/2019 |
| E*Trade Securities Llc | Palo Alto | CA | 01/2019 | 01/2021 |
| E*Trade Capital Management Llc | Palo Alto | CA | 01/2019 | 01/2021 |
| E*Trade Securities Llc | Menlo Park | CA | 01/2021 | 04/2021 |
| E*Trade Capital Management Llc | Menlo Park | CA | 01/2021 | 04/2021 |
| T3 Trading Group, Llc | New York | NY | 05/2021 | 10/2021 |
| Menlo Park | CA | 08/2021 | 10/2021 | |
| Edward Jones | St. Louis | MO | 01/2022 | 06/2024 |
| Lyft | San Francisco | CA | 12/2021 | 01/2022 |
| Unemployed | Mountain View | CA | 10/2021 | 12/2021 |
| Ameriprise Financial Services, Llc | Campbell | CA | 06/2024 | Present |
Board of Directors; Mountain View DeAnza Masonic Lodge Board of Trustees; Vice President; 890 Church Street, , Mountain View, CA, 94041; Not Investment-Related; 02/02/2026; 20 to 39 hours per month; 0 during trading hours. Outside Employment; Lyft; driver; Driving for Lyft; 185 Berry Street, , San Francisco, CA, 94107; Not Investment-Related; 09/13/2025; 40 to 59 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
Reach out to this advisor