Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-11 |
| CA | RA | APPROVED | 2022-10-25 |
Branch Locations
5640 E Santa Ana Canyon Rd, Anaheim, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasadena Views Real Estate Team Inc. | San Marino | CA | 11/2014 | 03/2018 |
| Jp Morgan Chase Bank, N.A. | Pasadena | CA | 03/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brea | CA | 07/2022 | Present |
| Unemployed | West Covina | CA | 10/2019 | 03/2020 |
| Theodore Diaz, Realtor | West Covina | CA | 03/2020 | 07/2022 |
| Bank Of America, N.A. | Brea | CA | 08/2022 | Present |
ACTIVITY TYPE: 3 - SECOND JOBNAME OF ENTITY: TUROPOSITION: RENT PERSONAL VEHICLESTART DATE: 12/15/2018ADDRESS: West Covina, CA DETAILS: WWW.TURO.COM. TURO ACTS AS AN INTERMEDIARY TO ALLOW ME TO RENT OUT ONE OF MY EXTRA VEHICLES. IF APPROVED THEN I JUST PLAN TO RENT OUT ONE OF MY CARS EVERY NOW AND THEN.INVESTMENT RELATED: NOHOURS DEDICATED (per month unless otherwise indicated): 40HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-02 |
Reach out to this advisor