Best Investors
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Account
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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-24 |
Branch Locations
101 California Street Suite 1800, San Francisco, CA 94111 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-23 |
Branch Locations
One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States
101 California Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Francisco | CA | 10/2020 | 10/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 07/2022 | 10/2023 |
| Full-Time Education | Layette | CA | 08/2011 | 06/2020 |
| Opendoor | San Francisco | CA | 06/2019 | 09/2019 |
| F'rEal Foods | Emeryville | CA | 07/2019 | 09/2019 |
| Tower Real Estate | Sacramento | CA | 06/2018 | 08/2018 |
| Rancho Colorados Tennis Club | Lafayette | CA | 06/2016 | 07/2020 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 10/2024 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 10/2024 |
| Citizens Bank | San Francisco | CA | 10/2024 | Present |
| Citizens Securities, Inc. | San Francisco | CA | 10/2024 | Present |
| Citizens Private Wealth | San Francisco | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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