Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2022-08-15 |
| CA | RA | APPROVED | 2022-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 03/2022 | Present |
| Auburn Foursquare Church Dba Freedom Church | Auburn | CA | 03/2019 | 08/2021 |
| Doordash, Inc. | Rocklin | CA | 04/2020 | 12/2020 |
| Upward Call Consulting | Auburn | CA | 01/2006 | 03/2019 |
| Unemployed | Auburn | CA | 09/2021 | 03/2022 |
| Bank Of America, N.A. | Sacramento | CA | 03/2022 | Present |
I*: 2409265Entity Type: Rental Property Name of OBA: Rental Property 1Address: Rocklin, CA 95677Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 06/01/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: Co owner of rental property I*2406299, Entity Type: , Name of OBA: M D G INTER VIV TR, Address: Minden, Nevada, 89423, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 10-Apr-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3167289Entity Type: Entity CharitableName of OBA: Gold Rush FoundationAddress: ROCKLIN, California, 95765Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 12/01/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Charitable Community Service Organization supporting local causes (i.e. Placer Food Bank, 3Strands) and leadership development events. Non-officer voting board member I*3670266, Entity Type: , Name of OBA: P Family Living Trust, Address: Rocklin, California, 95677, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/20/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
Reach out to this advisor