Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
3793 State Street, Santa Barbara, CA 93105-3116 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Bakersfield | CA | 11/2016 | 09/2022 |
| Wells Fargo Clearing Services Llc | Bakersfield | CA | 02/2018 | 09/2022 |
| Kcsos | Bakersfield | CA | 09/2016 | 11/2016 |
| Fidelity Investments | Santa Barbara | CA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91472|OrgNmn:Notary Public|Org Addr:Ventura,California,US|OBA Nature:Mobile Notary Public Services|Invst Rel:N|Title:Notary Public |Duties:Notary Public Services durring non business hours|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-118772|OrgNmn:JEGM Holdings LLC|Org Addr:Bakersfiel,California,US|OBA Nature:Property Managment |Invst Rel:Y|Title:Managing Member|Duties:Property management|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
Reach out to this advisor