Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-05-11 |
| VI | RA | APPROVED | 2015-03-16 |
| TX | RA | APPROVED_RES | 2015-03-06 |
| WA | RA | APPROVED | 2006-08-24 |
Branch Locations
300B Drakes Landing Road Ste 155, Greenbrae, CA 94904 • United States
Greenbrae, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | San Francisco | CA | 03/2008 | Present |
| City National Bank | San Francisco | CA | 08/2023 | Present |
(1) NAME OF ENTITY: Englund Family Trust • ADDRESS: 5222 Alpine Way Soda Springs CA 95728 • INVESTMENT/NOT INVESTMENT RELATED: No • BUSINESS DESCRIPTION: Other • START DATE: Jul 06, 2026 • CAPACITY: Owner • DUTIES: We are going to start renting out our Tahoe mountain house periodically. • HOURS DEVOTED PER MONTH: 0 • HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-23 |
Reach out to this advisor