Best Investors
Account
Sign in
Best Investors
Account
Sign in
360 E 2Nd Street 8Th Floor, Los Angeles, CA 90012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-11 |
| TX | RA | APPROVED | 2020-09-11 |
Branch Locations
360 E 2Nd Street 8Th Floor, Los Angeles, CA 90012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 10/2014 | 03/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 03/2015 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Pasadena | CA | 03/2017 | 09/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | 09/2020 |
| The Wealth Collective | Los Angeles | CA | 09/2020 | Present |
1) Rental Property; Los Angeles, CA; Investment related; Sole Proprietor / Owner / Partner; 04/2014; During business hours: 0; After business hours: .1 2) CA Resident Insurance Producer; licensed insurance agent/broker; Start Date: 2015; 2 hours during securities trading hours. 3) Higgins Loft Homeowners Association; Not investment-related; 108 W 2nd Street, Los Angeles, CA 90032; Board President of HOA; Start Date: June 2009; approximately 10 hours per month all outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
Reach out to this advisor