Best Investors
Account
Sign in
Best Investors
Account
Sign in
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Pasadena | CA | 11/2023 | 02/2025 |
| Jpmorgan Securities Llc | Pasadena | CA | 11/2023 | 02/2025 |
| Loyola Law School | Los Angeles | CA | 10/2003 | 11/2023 |
| Self Employed | South Pasadena | CA | 04/2017 | 10/2023 |
| Loyola Law School | Los Angeles | CA | 11/2023 | 03/2024 |
| Ieq Capital | Foster City | CA | 03/2025 | Present |
Entity Name: South Pasadena Educational Foundation Investment related: Yes Address: 1100 El Centro St, South Pasadena CA 91030 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Board Member - Member of Finance, Fundraising and Marketing Committees. The role is not similar to my JPMC role and there is no connection between the two. " Entity Name: Caltech Y Investment related: Yes "Address: https://www.caltechy.org/ 505 S. Wilson Ave. Pasadena, CA 91106" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/05/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member - Member of Advancement Committee and Finance Committee. There is no connection to JPMC and the role is not similar. Entity Name: Loyola Law School Investment related: No Address: 919 Albany St., Los Angeles CA 90015 Nature of the other business: Education Position/Title/Relationship: Adjunct Professor Start Date: 10/2003 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Teach online graduate tax law courses during evening hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
Reach out to this advisor