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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
520 Newport Center Dr Ste 1700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 05/2026 | Present |
| Wells Fargo Bank, N.A. | Montebello | CA | 02/2015 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Montebello | CA | 04/2018 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Montebello | CA | 04/2019 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 04/2020 | 12/2020 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 04/2020 | 12/2020 |
| Unemployed | San Gabriel | CA | 01/2020 | 03/2020 |
| Rio Hondo College | Whittier | CA | 02/2012 | 08/2017 |
| Fidelity Investments | Brea | CA | 01/2021 | 08/2021 |
| Charles Schwab & Co., Inc. | Pasadena | CA | 01/2022 | 05/2026 |
| Charles Schwab Bank, Ssb | Pasadena | CA | 01/2022 | 05/2026 |
| Unemployed | San Gabriel | CA | 08/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
Reach out to this advisor