Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-04 |
| CA | RA | APPROVED | 2025-09-04 |
Branch Locations
1255 Sartori Ave, Torrance, CA 90501 • United States
2240 N Bellflower Blvd, Long Beach, CA 90815 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Torrance | CA | 11/2023 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Torrance | CA | 11/2023 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 01/2022 | 11/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 10/2023 |
| Us Coast Guard | San Pedro | CA | 06/2015 | 05/2022 |
| 24 Hour Fitness Usa, Llc | Carlsbad | CA | 06/2021 | 10/2021 |
| Moana Restaurant Group | San Rafael | CA | 04/2018 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Torrance | CA | 05/2025 | Present |
| Bank Of America, N.A. | Torrance | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
Reach out to this advisor