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 | 2025-01-17 |
| TX | RA | APPROVED_RES | 2025-01-17 |
Branch Locations
4655 Executive Dr 10Th Fl [Vj-Rbo], San Diego, CA 92121 • United States
2265 Otay Lakes Rd Ste B, Chula Vista, CA 91915 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | San Diego | CA | 08/2013 | 08/2018 |
| Jp Morgan Securities, Llc | Chula Vista | CA | 08/2018 | 01/2025 |
| Jp Morgan Chase Bank, N.A. | Chula Vista | CA | 08/2018 | 01/2025 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-10 |
Reach out to this advisor