Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • United States
350 W Colorado Blvd 1St Fl, Pasadena, CA 91105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Segundo | CA | 09/2015 | 11/2020 |
| Jpmorgan Securities Llc | Los Angeles | CA | 11/2020 | 03/2023 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 11/2020 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 03/2023 | 01/2026 |
| Bank Of America, N.A. | Pasadena | CA | 05/2023 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 07/2026 | Present |
| Unemployed | Inglewod | CA | 01/2026 | 07/2026 |
Entity Name: E&P 2019 Trust (My Personal Trust) Investment related: N Address: 437 W 64th St., Inglewood, CA 90302 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/02/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will be renting out my residential properties located at 9862 Madera Court, Rancho Cucamonga, CA 91730; and 6740 Springpark Ave., #101, LA, CA 90056 RENTAL PROPERTY - 9862 ; INV RELATED;RANCHO CUCAMONGA,CA; RENTAL;50% OWNERSHIP; START DATE: 08/01/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 6740; INV RELATED;LOS ANGELES,CA; RENTAL;50% OWNERSHIP; START DATE: 06/01/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-10 |
Reach out to this advisor