Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
| CA | RA | APPROVED | 2024-07-04 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 03/2024 | Present |
| Peninsula Community Center | Redwood City | CA | 05/2016 | 03/2024 |
| John Mills | Woodside | CA | 01/2023 | 03/2023 |
| United States Tennis Association | Spokane | WA | 12/2021 | 05/2022 |
| United States Tennis Association | Spokane | WA | 06/2021 | 08/2021 |
| Jmacpr | Los Angeles | CA | 02/2021 | 05/2021 |
| Doordash | San Francisco | CA | 05/2020 | 12/2020 |
| Taahoe Donner Homeowners' Association | Truckee | CA | 05/2019 | 08/2019 |
| Gonzaga University | Spokane | WA | 08/2018 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
Reach out to this advisor