Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-06-16 |
Branch Locations
9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Na | CA | 08/2016 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 03/2018 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 09/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City | CA | 05/2018 | 06/2021 |
| Bank Of America, N.A. | Century City | CA | 06/2018 | 06/2021 |
| Raymond James & Associates, Inc. | Beverly Hills | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-21 |
Reach out to this advisor