Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| CA | RA | APPROVED | 2025-02-20 |
Branch Locations
1 Powell St, San Francisco, CA 94102 • United States
701 Grant Ave, San Francisco, CA 94108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Concord | CA | 10/2022 | 08/2024 |
| Wells Fargo Bank, Na | Concord | CA | 10/2022 | 08/2024 |
| Citibank | Orinda | CA | 03/2022 | 10/2022 |
| Bank Of The West | San Francisco | CA | 08/2020 | 02/2022 |
| Chase | San Francisco | CA | 07/2019 | 07/2020 |
| San Francisco State Universcity | San Francisco | CA | 01/2014 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2024 | Present |
| Intertax Inc | San Francisco | CA | 11/2017 | 04/2018 |
| Bank Of America, N.A. | San Francisco | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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