Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-28 |
| CA | RA | APPROVED | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 12/2021 | Present |
| Comforcare Healthcare | Santa Cruz | CA | 06/2015 | Present |
| Bank Of America | Morgan Hill | CA | 05/2020 | 12/2021 |
| Aveanna Healthcare | San Jose | CA | 04/2019 | 12/2021 |
| Fred Loya Insurance | Gilroy | CA | 02/2020 | 06/2020 |
| The Villages Golf And Country Club | San Jose | CA | 01/2020 | 01/2020 |
| Victory Honda Of Morgan Hill | Morgan Hill | CA | 05/2019 | 12/2019 |
| Val Strough Honda | Seaside | CA | 02/2019 | 05/2019 |
| Honda Of Morgan Hill | Morgan Hill | CA | 06/2017 | 01/2019 |
| Kmart | Freedom | CA | 04/2017 | 06/2017 |
| Staffmark | Scotts Valley | CA | 04/2017 | 04/2017 |
| Bank Of America, N.A. | San Jose | CA | 04/2026 | Present |
I* 614229 For profit or not for profit: Entity For Profit Name of outside business organization: Carenet Services, Inc. Investment related: no Address of business: Santa Cruz, CA, 95062 Nature of business: Sole Proprietorship Position, title, association: Employee Start date of relationship: 12/01/2021 Number of hours devoted: 70 monthly Number of hours devoted during trading hours: 0 Duties: Carenet Services is a company that helps families who have, children or loved ones, with mental and physical disabilities. In my case, I assist my parents with the care of my younger sister. On the weekends or sometimes after work I stop by so they can do grocery shopping, take care of errands, or just step away from the house. My younger sister can't be left alone because of her medical condition. During the weekends I take care of the chores and laundry for my sister and when I'm done my parents will usually step out for a few hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
Reach out to this advisor