Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| CA | RA | APPROVED | 2020-07-20 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
1331 N California Blvd, Walnut Creek, CA 94596 • United States
Concord, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Walnut Creek | CA | 04/2011 | 09/2017 |
| Citigroup | San Francisco | CA | 09/2017 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 09/2019 | Present |
I*1885284, Entity Type, Entity for Profit, Name of OBA: MJZ Property Solutions, Address: Concord, CA, 94518, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 01/21/2024, No Hours: 0, No Hours during trading: 0, Duties: This account was established to hold a rental property. My husband and I are members with 50/50% of ownership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
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