Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | Palo Alto | CA | 04/2008 | 05/2023 |
| Unionbanc Investment Services | Burlingame | CA | 03/2010 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Pleasanton | CA | 05/2023 | 02/2026 |
| U.S. Bank | Pleasanton | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | Pleasanton | CA | 02/2026 | Present |
1) Rental Property - SFR Dublin, CA; Investment related; Dublin, CA; Homeowner of rental property; Landlord; 04/2017; 1 hours/mo; 0 hours/trading; Collect rent, pay bills, and maintenance of property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-03 |
Reach out to this advisor