Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envison Bay Consulting Inc | San Francisco | CA | 08/2022 | 10/2022 |
| Wells Fargo Na | San Francisco | CA | 01/2020 | 12/2021 |
| H&R Block Inc | San Francisco | CA | 12/2019 | 01/2020 |
| Cvr Associates | San Francisco | CA | 01/2023 | 02/2023 |
| In N Out | Daly City | CA | 09/2018 | 10/2019 |
| Unemployed | San Francisco | CA | 02/2013 | 08/2018 |
| Unemployed | Daly City | CA | 11/2019 | 11/2019 |
| Unemployed | Daly City | CA | 01/2022 | 07/2022 |
| Unemployed | Daly City | CA | 11/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Pacifica | CA | 02/2023 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Pacifica | CA | 02/2023 | 08/2024 |
| Fidelity Investments | Burlingame | CA | 08/2024 | 09/2025 |
| Morgan Stanley | San Francisco | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-02 |
Reach out to this advisor