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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-21 |
| AZ | RA | APPROVED | 2022-02-22 |
Branch Locations
6155 N Scottsdale Rd, Floor 1, Scottsdale, AZ 85250 • United States
1800 E Florida Ave, Floor 02, Hemet , CA 92544 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 05/2017 | 08/2021 |
| Union Bank Of California | San Diego | CA | 07/2014 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Scottsdale | AZ | 09/2021 | Present |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 09/2021 | Present |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 09/2020 | 08/2021 |
| Fidelity Investments | Westlake | TX | 05/2017 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-18 |
Reach out to this advisor