Best Investors
Account
Sign in
Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-10 |
Branch Locations
2427 West Hammer Lane, Stockton, CA 95209 • United States
9150 Elk Grove-Florin Road, Elk Grove, CA 95624 • United States
1150 West Kettleman Lane, Lodi, CA 95240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities | Concord | CA | 11/2013 | 10/2016 |
| Citigroup | San Ramon | CA | 10/2016 | 08/2018 |
| Jp Morgan Securities, Llc | Antioch | CA | 09/2018 | 05/2020 |
| Jp Morgan Chase Bank, N.A. | Antioch | CA | 09/2018 | 05/2020 |
| Jp Morgan Securities, Llc | Antioch | CA | 05/2020 | 06/2020 |
| Jp Morgan Chase Bank, N.A. | Antioch | CA | 05/2020 | 06/2020 |
| Wells Fargo Advisors, Llc | Coon Rapids, | MN | 06/2020 | 09/2020 |
| J.P. Morgan Securities, Llc | Minneapolis | MN | 10/2020 | 06/2021 |
| Pnc Investments | Lodi | CA | 08/2021 | 02/2022 |
| Fidelity Investments | Elk Grove | CA | 02/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 10/2022 | 04/2024 |
| Bank Of America, N.A. | Sacramento | CA | 11/2022 | 04/2024 |
| Pnc Investments Llc | Lodi | CA | 04/2024 | Present |
06/01/2025 / Landlord / Condo Rental / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
Reach out to this advisor