Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-27 |
| CA | RA | APPROVED | 2023-02-24 |
Branch Locations
222 Pacific Coast Hwy Suite 11W151, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Los Angeles | CA | 03/2018 | 05/2019 |
| Mozaic Llc | Beverly Hills | CA | 01/2017 | 02/2018 |
| Bny Mellon Wealth Management | Los Angeles | CA | 07/2015 | 01/2017 |
| Evoke Wealth, Llc | Los Angeles | CA | 05/2019 | 01/2023 |
| Jpjpmorgan Chase Bank, N.A. | El Segundo | CA | 02/2023 | Present |
| J.P. Morgan Securities Llc | El Segundo | CA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-12 |
Reach out to this advisor