Best Investors
Account
Sign in
Best Investors
Account
Sign in
520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-24 |
| NY | RA | APPROVED | 2023-05-24 |
Branch Locations
101 California St 31St Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies Llc | San Francisco | CA | 01/2023 | Present |
| Golden 1 Credit Union | Sacramento | CA | 11/2019 | 01/2023 |
| Safe Credit Union | Sacramento | CA | 04/2018 | 11/2019 |
| Golden 1 Credit Union | Sacramento | CA | 05/2016 | 04/2018 |
the name of the other business; California State University Sacramento whether the business is investment-related; No the address of the other business; 6000 J Street, Sacramento, CA 95819 the nature of the other business; College of Business within the California State University, Sacramento. your position; Part-time Lecturer title, or relationship with the other business; Employee the start date of your relationship; 8/25/2025 the approximate number of hours/month you devote to the other business; 25 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Teaching a 3-unit, graduate level course, MBA 221, Financial Markets, on Monday evenings from 6 pm to 8:50 pm PT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
Reach out to this advisor