Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| CA | RA | APPROVED | 2024-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yorba Linda | CA | 12/2023 | Present |
| Dzs, Inc. | Plano | TX | 01/2023 | 05/2023 |
| Calamp | Irvine | CA | 05/2022 | 01/2023 |
| Plume Design, Inc. | Palo Alto | CA | 01/2021 | 06/2022 |
| San Jose State University | San Jose | CA | 01/2019 | 12/2020 |
| West Valley College | Saratoga | CA | 01/2015 | 12/2020 |
| Catering By Dana | Redwood City | CA | 01/2016 | 12/2019 |
| Unemployed | Anaheim | CA | 05/2023 | 12/2023 |
| Bank Of America, N.A. | Yorba Linda | CA | 01/2024 | Present |
I*: 2430329 Entity Type: HOA Co-Op Freehold Name of OBA: East Lake Village Community Association Address: Yorba Linda,California 92886 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 06/2025 Number of Hours: 5-10 hrs mthly Number of Hours during trading: 0 Duties: Home Owners Association, The position being applied for is Recreation Committee Member. Will be responsible for planning HOA events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
Reach out to this advisor