Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | San Jose | CA | 08/2018 | 08/2022 |
| U.S. Bancorp Investments, Inc. | San Jose | CA | 08/2022 | 10/2024 |
| Fox Rent-A-Car | San Jose | CA | 10/2017 | 08/2018 |
| Audi Oakland | Oakland | CA | 02/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Cruz | CA | 10/2024 | Present |
| San Jose City College | San Jose | CA | 01/2018 | 05/2018 |
| Sunnyvale Ford Lincoln | Sunnyvale | CA | 08/2016 | 02/2017 |
| Bank Of America, N.A. | Santa Cruz | CA | 01/2025 | Present |
I*: 2174288 Entity Type: School, College or University Name of OBA: Saint Andrew's Episcopal School Address: Saratoga, CA 95070 Investment Related: No Position, Title, Association: Assistant Coach for Basketball Team Employee Start Date: 01/22/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Assistant Coach for Basketball Team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
Reach out to this advisor