Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-09 |
| CA | RA | APPROVED | 2017-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | IN | 01/2017 | Present |
| Five Guys | Salinas | CA | 11/2016 | 12/2016 |
| Deluxe Media / Adecco | Hollywood | CA | 10/2015 | 11/2016 |
| Bank Of America, N.A. | Monterey | CA | 05/2017 | Present |
I*: 2580269Entity Type: CharitableName of OBA: Pacific Repertory TheaterAddress: Carmel, CA 93955Investment Related: NoPosition, Title, Association: Performer. Actor, Singer, DancerEmployee Start Date: 07/07/2025Number of Hours: 175 hrs annuallyNumber of Hours during trading: 0Duties: Performer. Actor, Singer, Dancer I*3121293 Entity Type: Entity For Profit Name of OBA: Penninsula Harmony Group Address: Monterey, California, 93940 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/28/2025 Number of Hours: 6, Yearly Number of Hours during trading: 0, Yearly Duties: Sing in a Dickensian Caroling Quartet for small paid performances. 2-3 times a year, I would potentially get hired as a Soprano to sing christmas carols.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
Reach out to this advisor