Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-22 |
| CA | RA | APPROVED | 2019-10-17 |
| TX | RA | APPROVED | 2019-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scotts Valley | CA | 05/2014 | 09/2016 |
| Wells Fargo Advisors, Llc | Palo Alto | CA | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 10/2016 | 09/2019 |
| Jp Morgan Securities, Llc | Santa Cruz | CA | 09/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Santa Cruz | CA | 09/2019 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: MGP IMAGERY POSITION: OWNER START DATE: 10/1/2016 ADDRESS: 1520 Santa Cruz, CA DETAILS: PHOTOGRAPHY. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): TEN HOURS PER MONTH HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
Reach out to this advisor