Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CA | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 09/2025 | Present |
| Magnit Global Llc | Folsom | CA | 07/2022 | 09/2025 |
| Franklin Templeton | Rancho Cordova | CA | 06/2017 | 07/2022 |
| Folsom Dog Resort & Training Center/National Veterinary Associat | Folsom | CA | 07/2015 | 05/2017 |
| Bank Of America, N.A. | Sacramento | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-20 |
Reach out to this advisor