Best Investors
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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-07-23 |
Branch Locations
434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harry Saputra (Independant Personal Trainer) | Hayward | CA | 04/2015 | 12/2017 |
| Jp Morgan Chase Bank N.A. | Redwood City | CA | 01/2018 | 10/2020 |
| Bbva Usa | Birmingham | AL | 10/2020 | 06/2021 |
| Pnc Bank | Redwood City | CA | 06/2021 | 10/2022 |
| Bbva Securities Inc. | Redwood City | CA | 12/2020 | 06/2021 |
| Jp Morgan Securities Llc | Redwood City | CA | 01/2018 | 10/2020 |
| Bbva Insurance Agency Inc. | Austin | TX | 10/2020 | 06/2021 |
| World Financial Group Insurance Agency | Pleasanton | CA | 01/2016 | 12/2017 |
| Wells Fargo Bank, Na | Mountain View | CA | 10/2022 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 10/2022 | 05/2025 |
| Fidelity Investments | Los Gatos | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
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