Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
21370 Hawthorne Blvd, Torrance, CA 90503 • United States
2399 Seal Beach Blvd. Suite 101, Seal Beach, CA 90740-5630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Torrance | CA | 04/2017 | 07/2026 |
| Wells Fargo & Company | Long Beach | CA | 11/2015 | 04/2017 |
| California State University Long Beach | Long Beach | CA | 08/2014 | 12/2016 |
| Bank Of America, N.A. | Torrance | CA | 09/2017 | 07/2026 |
| Charles Schwab & Co, Inc | Seal Beach | CA | 07/2026 | Present |
| Charles Schwab Bank, Ssb | Seal Beach | CA | 07/2026 | Present |
1) Duplex | Investment Related:No||Other|Owner|2019-11-17|Less than 20|0|Standard landlord responsibilities, 2) Pair it Up | Investment Related:No||Printing/Publishing|Owner|2025-09-22|Less than 20|0|Oversee general business operation, including product development, coordinating production, marketing and online sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-21 |
Reach out to this advisor