Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
| CA | RA | APPROVED | 2025-06-04 |
Branch Locations
609 Deep Valley Drive Suite 400, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Houlihan Lokey Capital, Inc. | Los Angeles | CA | 07/2018 | 09/2021 |
| California Organized Investment Network | Los Angeles | CA | 06/2016 | 09/2016 |
| Clear Capital Advisors | Sherman Oaks | CA | 10/2016 | 01/2017 |
| Unemployed | Rolling Hills Estates | CA | 01/2017 | 06/2017 |
| Houlihan Lokey Capital, Inc. | Los Angeles | CA | 06/2017 | 08/2017 |
| Unemployed | Rolling Hills Estates | CA | 08/2017 | 07/2018 |
| Morgan Stanley | Rolling Hills Est | CA | 04/2025 | Present |
| Doordash | San Francisco | CA | 04/2022 | 07/2022 |
| Live Nation Entertainment | 325 N Maple Drive | CA | 01/2023 | 12/2024 |
| Unemployed | Rolling Hills Estates | CA | 09/2021 | 04/2022 |
| Unemployed | Rolling Hills Estates | CA | 07/2022 | 12/2022 |
| Unemployed | Rolling Hills Estates | CA | 01/2025 | 04/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-20 |
Reach out to this advisor