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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peoria | AZ | 02/2015 | 03/2023 |
| Bank Of America, N.A. | Peoria | AZ | 02/2015 | 03/2023 |
| Zb. Na /Zions | Scottsdale | AZ | 03/2023 | 06/2026 |
| Lpl Financial Llc | Scottsdale | AZ | 03/2023 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 06/2026 | Present |
Name of the other business HBL HOLDINGS LLC Whether the business is investment-related No Address of the other business Peoria AZ Nature of the other business Real Estate Your position Owner/Trustee Title, or relationship with the other business Member Start date of your relationship 22-Jun-2026 Approximate number of hours/month you devote to the other business 1 Hour Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Manage Payments for Rentals Name of the other business Red Rock Property Management Whether the business is investment-related No Address of the other business Peoria AZ Nature of the other business Real Estate Your position Owner Title, or relationship with the other business Member Start date of your relationship 28-Sep-2015 Approximate number of hours/month you devote to the other business 0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Currently no duties, not operating Name of the other business REIMAGINED HOME IMPROVEMENTS INC Whether the business is investment-related No Address of the other business Peoria AZ Nature of the other business Real Estate Your position Owner/Director Title, or relationship with the other business President Start date of your relationship 07/2023 Approximate number of hours/month you devote to the other business 0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Inactive Business I*5353270, Entity Type: , Name of OBA: The J Revocable Living Trust Dated November 1, 2019, Address: Peoria, Arizona, 85383, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 08/12/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
Reach out to this advisor