Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-08 |
| CA | RA | APPROVED | 2021-05-26 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
1200 Prospect Street Suite 100, La Jolla, CA 92037 • United States
La Jolla, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Diego | CA | 10/2019 | 02/2020 |
| San Diego State University | San Diego | CA | 05/2018 | 07/2019 |
| Morgan Stanley | San Diego | CA | 06/2017 | 04/2018 |
| San Diego State University | San Diego | CA | 09/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | 02/2020 |
| Unemployed | La Jolla | CA | 03/2020 | 09/2020 |
| Lpl Financial | San Diego | CA | 10/2020 | 04/2021 |
| Ubs Financial Services | La Jolla | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
Reach out to this advisor