Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Irvine | CA | 05/2022 | 01/2023 |
| Global Law Group | Pasadena | CA | 07/2010 | 06/2022 |
| J.P. Morgan Securities Llc | San Clemente | CA | 02/2023 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | San Clemente | CA | 02/2023 | 04/2025 |
| Ameriprise Financial Services, Llc | Irvine | CA | 05/2025 | Present |
Business Ownership; JY Legacy Bridge Law P.C.; Owner; Estate Planning; 201 Calle Botanico, , San Clemente, CA, 92673; Not Investment-Related; 04/11/2025; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-22 |
Reach out to this advisor