Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feedzai | San Mateo | CA | 09/2021 | 01/2023 |
| Bechtel | San Ramon | CA | 04/2021 | 09/2021 |
| Kinestral | Hayward | CA | 05/2019 | 06/2020 |
| Dimension Data | San Ramon | CA | 08/2015 | 03/2019 |
| Edward Jones | Halfmoon Bay | CA | 08/2023 | 02/2024 |
| Equitable Advisors, Llc | New York | NY | 05/2024 | 07/2024 |
| Pruco Securities, Llc. | San Jose | CA | 07/2024 | 11/2024 |
| The Prudential Insurance Company Of America | San Jose | CA | 08/2024 | 12/2024 |
| Lpl Enterprise, Llc | San Jose | CA | 11/2024 | 12/2024 |
| Equitable Financial Life Insurance Co. | New York | NY | 05/2024 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Mill Valley | CA | 12/2024 | Present |
| J.P. Morgan Securities Llc | Mill Valley | CA | 12/2024 | Present |
| Unemployed | South San Francisco | CA | 04/2019 | 04/2019 |
| Unemployed | South San Francisco | CA | 07/2020 | 03/2021 |
| Unemployed | South San Francisco | CA | 02/2023 | 07/2023 |
| Unemployed | South San Francisco | CA | 03/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-30 |
Reach out to this advisor