Best Investors
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
730 Ocean Street, Santa Cruz, CA 95060 • United States
1235 Chorro St, San Luis Obispo, CA 93401 • United States
1590 N. Main Street, Salinas, CA 93906 • United States
San Carlos & 6Th Street, Carmel, CA 93921 • United States
170 Country Club Gate Center, Pacific Grove, CA 93950 • United States
247 Mt. Hermon Rd, Scotts Valley, CA 95066 • United States
264 Reservation Road, Marina, CA 93933 • United States
800 Broadway Ave, Ste A-2, Seaside, CA 93955 • United States
1235 Chorro Street, San Luis Obispo, CA 93401 • United States
8055 El Camino Real, Atascadero, CA 93422 • United States
291 Alvardo Street, Monterey, CA 93940 • United States
502 El Camino Real, Greenfield, CA 93927 • United States
1596 Constitution Blvd, Salinas, CA 93905 • United States
27845 Berwick Dr., Carmel, CA 93923 • United States
194 Niblick Rd, Paso Robles, CA 93446 • United States
1990 41St Ave., Capitola, CA 95010 • United States
7851 Soquel Drive, Aptos, CA 95003-3981 • United States
509 Broadway, King City, CA 93930 • United States
2200 S. Broadway, Santa Maria, CA 93454 • United States
401 S. Broadway, Santa Maria, CA 93454 • United States
630 Main St, Watsonville, CA 95076 • United States
425 Main Street, Salinas, CA 93901 • United States
26378 Carmel Rancho Ln, Carmel, CA 93923 • United States
494 Tres Pinos Rd., Hollister, CA 95023 • United States
1242 Grand Ave, Arroyo Grande, CA 93420 • United States
595 Morro Bay Blvd, Morro Bay, CA 93442 • United States
1045 Los Osos Valley Road, Los Osos, CA 93402 • United States
1508 North H Street, Lompoc, CA 93436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | San Jose | CA | 04/2016 | 03/2020 |
| Fidelity Investments | Campbell | CA | 06/2020 | 11/2021 |
| Bank Of America/Merrill Lynch | Walnut Creek | CA | 11/2021 | 08/2024 |
| Unemployed | San Jose | CA | 04/2020 | 05/2020 |
| J.P. Morgan Securities Llc | San Francisco | CA | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-08 |
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