Best Investors
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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
1478 Stone Point Drive Suite 500, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Investments | Rancho Cordova | CA | 05/2018 | 08/2018 |
| Thornburg Securities Corp. / Thornburg Investment Management | Santa Fe | NM | 03/2021 | 01/2024 |
| Fidelity Investments | Granite Bay | CA | 03/2024 | 04/2024 |
| University Of Nevada, Reno | Reno | NV | 08/2015 | 05/2019 |
| Unemployed | Granite Bay | CA | 01/2024 | 03/2024 |
| Franklin Templeton Distributors, Inc. | Rancho Cordova | CA | 03/2019 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 04/2024 | 10/2025 |
| Bank Of America, N.A. | Sacramento | CA | 05/2024 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Roseville | CA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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