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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-17 |
| ME | RA | APPROVED | 2025-10-01 |
| CA | RA | APPROVED | 2006-12-01 |
| TX | RA | APPROVED | 2006-12-01 |
Branch Locations
11811 Bernardo Plaza Ct, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 12/2006 | Present |
| Bank Of America, N.A. | San Diego | CA | 06/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-13 |
Reach out to this advisor