Best Investors
Account
Sign in
333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-14 |
| NV | RA | APPROVED | 2026-08-14 |
| NY | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2026-08-14 |
| CA | RA | APPROVED | 2026-08-13 |
Branch Locations
1 Market St., Steuart Tower, Suite 1800, San Francisco , CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group / Capital Group Private Client Services, Inc. | San Francisco | CA | 06/2023 | Present |
| Capital Group Companies | Irvine | CA | 01/2007 | 10/2017 |
| Unemployed | San Francisco | CA | 10/2017 | 02/2018 |
| First Republic Bank | San Francisco | CA | 02/2018 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-12 |
Reach out to this advisor