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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-02 |
| CA | RA | APPROVED | 2023-08-31 |
Branch Locations
2365 Iron Point Road Suite 235, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Folsom | CA | 05/2023 | Present |
| Assurance Iq | Seattle | WA | 03/2022 | 05/2023 |
| Self Employment | Sutter Creek | CA | 11/2021 | 03/2022 |
| Coverance Insurance Solutions | Long Beach | CA | 06/2021 | 11/2021 |
| Health Iq | Mountain View | CA | 09/2020 | 05/2021 |
| Ehealth Insurance Services | Gold River | CA | 09/2017 | 09/2020 |
| Ameritech Financial | El Dorado Hills | CA | 01/2017 | 09/2017 |
| Kelly Services | El Dorado Hills | CA | 06/2016 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*556658- United Health Care; Investment related-No; Minneapolis, Minnesota; Insurance; Independent Insurance Agent (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 0; Referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-31 |
Reach out to this advisor