Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Clara | CA | 04/2011 | 10/2025 |
| Bank Of America, N.A. | San Jose | CA | 07/2011 | 10/2025 |
| U.S. Bancorp Investments, Inc. | Palo Alto | CA | 11/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Palo Alto | CA | 02/2026 | Present |
1) Rental Property RWC; Investment-related; Redwood City, CA; Rental Property; Landlord; 10/10/2012; 0 hours/month; 0 hours/trading; Landlord duties. 2) Rental Property SM; Investment-related; San Mateo, CA; Rental Property; Landlord; 7/1/2021; 0 hours/month; 0 hours/trading; Landlord duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-07 |
Reach out to this advisor