Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 08/2022 | 04/2023 |
| Costco Wholesale | Concord | CA | 06/2017 | 09/2025 |
| Jamba Juice | Concord | CA | 04/2016 | 06/2017 |
| University Of California, Davis | Davis | CA | 09/2020 | 06/2022 |
| Diablo Valley College | Pleasant Hill | CA | 01/2017 | 05/2020 |
| J.P. Morgan Securities Llc | San Francisco | CA | 05/2023 | 07/2026 |
| J.P. Morgan Chase Bank, N.A. | San Francisco | CA | 05/2023 | 07/2026 |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
Reach out to this advisor