Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-07 |
| TX | RA | APPROVED | 2021-05-07 |
Branch Locations
3001 Douglas Blvd, Roseville, CA 95661 • United States
Sacramento, CA • United States
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 | Roseville | CA | 10/2015 | Present |
| Bank Of America, N.A. | Roseville | CA | 08/2016 | Present |
| Ubs Financial Services Inc | Roseville | CA | 05/2021 | Present |
I*87068 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ANNUNCIATION GREEK ORTHODOX CHURCH OF SACRAMENTO INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 600 ALHAMBRA STREET, SACRAMENTO, CALIFORNIA 95819 NATURE OF BUSINESS: OTHER, NON PROFIT CHURCH CORPORATION POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2015 NUMBER OF HOURS DEVOTED: 6 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHURCH BOARD MEMBER BUDGETARY DECISIONS - I AM ON THE STRATEGIC PLANNING COMMITTEE - I AM A LIAISON FOR THE INVESTMENT OVERSIGHT COMMITTEE / EXECUTIVE COMMITTEE. Annunciation Endowment Fund, supporting higher education through scholarships and Hellenic arts and culture, Chairperson, Call meetings and administrate meetings. Participate with the board, start date-12/31/2018, SacramentoCaliforniaUnited States95816
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
Reach out to this advisor