Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-29 |
Branch Locations
201 Rohnert Park Expressway, Rohnert Park, CA 94928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco Giants | San Francisco | CA | 03/2016 | 10/2017 |
| Worldwide Golf Shops | Santa Rosa | CA | 04/2016 | 04/2018 |
| J.P. Morgan Securities Llc | Santa Rosa | CA | 04/2018 | Present |
| Jp Morgan Chase Bank, N.A. | Santa Rosa | CA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-16 |
Reach out to this advisor