Best Investors
Account
Sign in
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-18 |
Branch Locations
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Los Angeles | CA | 02/2012 | 11/2016 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 02/2012 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 11/2016 | 10/2021 |
| Bank Of America, N.A. | El Segundo | CA | 12/2016 | 10/2021 |
| Aire Advisors, Llc | Beverly Hills | CA | 10/2021 | Present |
Name of outside business organization: Cosmic RE LLC & Crestline Real Estate LLC Investment related: N Address of business: 727 Westbourne Dr, #114, West Hollywood, California, 90069 Nature of business: Real Estate Holding Company Position, title, association: Member Start date of relationship: 04/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Pay Mortgage and Update Books Name of outside business organization: Cosmic GA LLC Investment related: N Address of business: 800 Morris Road, Columbus, GA Nature of business: Own 2 Mobile Home Parks Position, title, association: Member Start date of relationship: 07/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Silent Partner Name of outside business organization: USA Lending and Loans Investment related: N Address of business: 1611 S Pacific Coast Hwy, #102, Redondo Beach, CA 90277 Nature of business: Mortgage Broker Position, title, association: Employee Start date of relationship: 05/2021 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Refer Mortgage Clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
Reach out to this advisor