Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-12 |
| TX | RA | APPROVED | 2023-07-12 |
Branch Locations
551 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Sports/La Fitness | Sunnyvale | CA | 10/2015 | 12/2017 |
| Morgan Stanley | San Jose | CA | 02/2018 | 06/2018 |
| San Jose State University | San Jose | CA | 08/2011 | 05/2017 |
| Morgan Stanley | Cupertino | CA | 09/2018 | 02/2020 |
| Unemployed | Santa Clara | CA | 06/2018 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 02/2020 | 06/2023 |
| Bank Of America N.A. | Palo Alto | CA | 02/2020 | 06/2023 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Newport Beach | CA | 07/2023 | Present |
| Morgan Stanley | San Jose | CA | 01/2018 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-20 |
Reach out to this advisor