Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| CA | RA | APPROVED | 2025-05-21 |
Branch Locations
402 Ignacio Blvd, Novato, CA 94949 • United States
501 Broadway, Sonoma, CA 95476 • United States
1399 Railroad Ave, Saint Helena, CA 94574 • United States
699 Trancas Street, Napa, CA 94558 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corte Madera | CA | 02/2017 | 05/2025 |
| Bank Of America, N.A. | Corte Madera | CA | 02/2017 | 05/2025 |
| Colorful Impresseion Landscapes, Inc | Windsor | CA | 06/2010 | 02/2017 |
| Kohl'S Department Stores, Inc | Santa Rosa | CA | 11/2016 | 05/2017 |
| Pepsico, Inc | Santa Rosa | CA | 09/2017 | 08/2019 |
| J.P. Morgan Securities Llc | Novato | CA | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Novato | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
Reach out to this advisor