Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-14 |
Branch Locations
595 Humboldt St Ste 200, Reno, NV 89509 • United States
500 Ygnacio Valley Rd 430 [Satellite], Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 02/2018 | 06/2019 |
| Bank Of America | Danville | CA | 10/2016 | 12/2017 |
| Prospect Mortgage | Danville | CA | 12/2014 | 09/2016 |
| Bank Of America, N.A. | Oakland | CA | 06/2018 | 06/2019 |
| Morgan Stanley | Walnut Creek | CA | 06/2019 | 12/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | 12/2024 |
| Wells Fargo Advisors Financial Network, Llc | Walnut Creek | CA | 03/2025 | Present |
LYFT; NOT INV RELATED; SAN FRANCISCO, CA; RIDESHARE;100% OWNERSHIP; START DATE: 12/06/2025; 6 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
Reach out to this advisor