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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sacramento | CA | 11/2025 | Present |
| J.P. Morgan Securities Llc | Sacramento | CA | 11/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 04/2025 | 10/2025 |
| Bank Of America Corporation | Sacramento | CA | 04/2025 | 10/2025 |
| J.P. Morgan Securities Llc | Elk Grove | CA | 09/2021 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Elk Grove | CA | 03/2020 | 04/2025 |
| Apple/Volt Information Sciences | Elk Grove | CA | 01/2019 | 07/2020 |
| Target | Sacramento | CA | 11/2018 | 01/2019 |
| Transform Holdco Llc | Sacramento | CA | 10/2018 | 11/2018 |
| Unemployed | Sacramento | CA | 09/2018 | 09/2018 |
| Shenzhen Sirius Trading Co., Ltd | Shenzhen | 09/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-28 |
Reach out to this advisor