Best Investors
Account
Sign in
Best Investors
Account
Sign in
999 Corporate Drive Suite 100, Ladera Ranch, CA 92694 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-03 |
Branch Locations
999 Corporate Drive Suite 100, Ladera Ranch, CA 92694 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 01/2018 | 08/2020 |
| New York Life Insurance Company | Tampa | FL | 12/2014 | 01/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 08/2020 |
| Salt Capital Global Securities, Llc | Ladera Ranch | CA | 08/2020 | Present |
| Gt Securities, Inc. | Los Angeles | CA | 08/2024 | Present |
1) A&B Insurance and Financial; Not investment related; Land O Lakes FL 34638; An insurance agency that only solicits health, accident and life insurance. ; Insurance Agent; Apr 12,2021; 165 hours/1 month; 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
Reach out to this advisor