Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-15 |
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 05/2022 | Present |
| T-Mobile | Sunnyvale | CA | 10/2014 | 05/2022 |
| Foothill College | Los Altos Hills | CA | 09/2013 | 12/2018 |
I*2100352, Entity Type For Profit, Name of OBA: Charles Miller Notary Public Address: East Palo Alto, California, 94303 Investment Related: N Position, Title, Association: Owner Employee Start Date: 12/01/2024 No Hours: 3 W No Hours during trading: 0 Duties: Will be providing mobile notary public services in the Bay Area, CA. I*2210280, Entity Type: Entity For Profit, Name of OBA: C B M III, Address: East Palo Alto, California, 94303, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 03/04/2025, No Hours: 6 Weekly, No Hours during Trading: 0 Weekly, Duties: Delivering Amazon orders as independent contractor through Amazon Flex app, not to actually be employed by Amazon. I*2215318, Entity Type: Entity For Profit, Name of OBA: C B M III, Address: East Palo Alto, California, 94303, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 03/04/2025, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties: Independent contractor making deliveries for DoorDash I*2216273, Entity Type: Entity For Profit, Name of OBA: C B M III, Address: East Palo Alto, California, 94303, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 03/04/2025, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties: Independent contractor offering rideshare rides through Lyft
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
Reach out to this advisor