Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-29 |
| TX | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Sacremento | CA | 09/2016 | 06/2020 |
| Bank Of America | Sacramento | CA | 07/2014 | 09/2016 |
| Td Ameritrade, Inc | San Diego | CA | 06/2020 | 01/2021 |
| E*Trade Securities Llc | La Jolla | CA | 01/2021 | 03/2022 |
| E*Trade Capital Management Llc | La Jolla | CA | 01/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Carlsbad | CA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Carlsbad | CA | 03/2022 | Present |
| Td Ameritrade Investment Management, Llc | San Diego | CA | 06/2020 | 12/2020 |
| Etrade | La Jolla | CA | 01/2021 | 03/2022 |
| Td Ameritrade | San Diego | CA | 06/2020 | 01/2021 |
| Morgan Stanley | La Jolla | CA | 01/2021 | 04/2021 |
| Charles Schwab & Co | La Jolla | CA | 06/2020 | 01/2021 |
| Massachusetts Mutual Life Insurance Co | Sacremento | CA | 02/2017 | 06/2020 |
| E*Trade Financial Corporation | La Jolla | CA | 01/2021 | 03/2022 |
| Td Ameritrade Services Co., Inc. | San Diego | CA | 06/2020 | 01/2021 |
| Edward Jones | Sacramento | CA | 09/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
Reach out to this advisor