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_RES | 2023-05-15 |
| CA | RA | APPROVED | 2023-05-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2022 | Present |
| Jp Morgan Chase | Phoenix | AZ | 02/2020 | 12/2022 |
| Bank Of America | Phoenix | AZ | 06/2019 | 02/2020 |
| Venezias Pizzaria | Gilbert | AZ | 01/2018 | 08/2019 |
| Rubios | Chandler | AZ | 10/2017 | 03/2018 |
| Postmates | Phoenix | AZ | 06/2016 | 11/2017 |
| Solutions Staffing | Tempe | AZ | 09/2017 | 09/2017 |
| Employbridge | Chandler | AZ | 08/2017 | 09/2017 |
| Bank Of America, N.A. | Chandler | AZ | 04/2023 | Present |
I*2406325, Entity Type: Fiduciary Role Name of OBA: M. R S. and L. E D. revocable trust, Address: Phoenix, Arizona, 85048, Investment Related: No, Position, Title, Association: Successor Trustee, Employee State Date: 12/31/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Trustee for parents I*2406326, Entity Type: Fiduciary Role Name of OBA: M. R S. and L. E. D. revocable trust, Address: Phoenix, Arizona, 85048, Investment Related: No, Position, Title, Association: Successor Trustee Employee State Date: 12/31/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Successor Trustee for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
Reach out to this advisor