Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| CA | RA | APPROVED | 2026-06-24 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
500 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Irvine | CA | 12/2021 | 12/2025 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 12/2021 | 08/2023 |
| Cathay Bank | Irvine | CA | 07/2019 | 07/2021 |
| Unemployed | Irvine | CA | 12/2011 | 06/2019 |
| Unemployed | Irvine | CA | 08/2021 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 01/2026 | Present |
| Jp Morgan Chase Bank, N.A | Irvine | CA | 09/2023 | 12/2025 |
| Bank Of America, N.A. | Newport Beach | CA | 01/2026 | Present |
I*3681271 Entity Type: Entity For Profit Name of OBA: Life Solution Corporation Address: irvine, California, 92620 Investment Related: No Position, Title, Association: Director Employee Start Date: 09/14/2022 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Education Company for elementary student English class but not in running now President in business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
Reach out to this advisor