Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-16 |
| TX | RA | APPROVED | 2024-08-16 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Francisco | CA | 05/2022 | 07/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 03/2023 | 07/2023 |
| Multiplier - Project Equity | Oakland | CA | 08/2018 | 05/2022 |
| Coro Northern California | San Francisco | CA | 08/2018 | 05/2019 |
| Leaderspring Center | Oakland | CA | 10/2017 | 08/2018 |
| Associated Students, San Jose State University | San Jose | CA | 07/2016 | 05/2017 |
| California Faculty Association | San Jose | CA | 05/2015 | 05/2017 |
| San Jose State University | San Jose | CA | 08/2013 | 05/2017 |
| Jeetaw Manufacturing | Sunnyvale | CA | 06/2017 | 09/2017 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 11/2023 |
| Lake Royal Apartments | Oakland | CA | 01/2020 | Present |
| Morgan Stanley | San Francisco | CA | 08/2024 | Present |
| Alameda County Social Services | Oakland | CA | 02/2024 | Present |
*OBI - 606019 - Lake Royal Apartments ; Investment related - No ; Oakland, California ; Hospitality / Front Desk Reception ; Contractor (proprietor, partner, officer, director, employee, trustee, agent) ; 11/2018 ; During business hours : 0 ; After business hours : 8 ; Customer Service Entity Name: Alameda County Social Services Investment related: No Address: 6955 Foothill Blvd #300, Oakland, CA 94605 Website: alamedacountysocialservices.org Nature of the other business: Alameda County Social Services Agency, Elder Care Position/Title/Relationship: Employee, Care Start Date: 02/16/2024 Approximate # of hours a week: 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Caretaker, In-Home Support Services Provider, assist and care for my elder father at home with his medication, diet, and other daily activities as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
Reach out to this advisor