Best Investors
Account
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Best Investors
Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2021-01-05 |
Branch Locations
1656 N California Blvd, Walnut Creek, CA 94596 • United States
661 San Ramon Valley Blvd, Danville, CA 94526 • United States
2819 Ygnacio Valley Rd, Walnut Creek, CA 94598 • United States
1994 Tice Valley Blvd., Walnut Creek, CA 94595 • United States
1390 S. Main Street, Floor 1, Walnut Creek, CA 94596 • United States
3603 Mt Diablo Blvd, Lafayette, CA 94549 • United States
3189 Danville Blvd, Ste 100, Alamo, CA 94507 • United States
1480 1St St, Livermore, CA 94550 • United States
11030 Bollinger Canyon Rd, Ste 100, San Ramon, CA 94582 • United States
4520 Dublin Blvd., Dublin, CA 94568 • United States
3104-A Crow Canyon Place, San Ramon, CA 94583 • United States
300 Montgomery St, San Ramon, CA 94583 • United States
661 San Ramon Valley Blvd, Danville, CA 94526 • United States
4185 Blackhawk Plaza Cir, Danville, CA 94506 • United States
561 Main Street, Pleasanton, CA 94566 • United States
4355 1St St, Livermore, CA 94551 • United States
3506 Old Santa Rita Rd, Pleasanton, CA 94588 • United States
4747 Hopyard Rd, Ste E01, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 01/2002 | 12/2020 |
| Bank Of America Corporation | Walnut Creek | CA | 01/2002 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 12/2020 | Present |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-15 |
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