Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2005-09-29 |
| CA | RA | APPROVED | 2005-09-06 |
Branch Locations
10880 Wilshire Boulevard 23Rd Floor, Los Angeles, CA 90024 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Los Angeles | CA | 01/2003 | Present |
I AM THE TRUSTEE OF AN IRREVOCABLE SPENDTHRIFT TRUST FOR A LONG-TIME FAMILY FRIEND, AS SUCH, I DIRECT INVESTMENTS, MAKE DISTRIBUTIONS AND RETAIN THE FAMILY ACCOUNTANT TO DO THE TAXES. IT LIKELY CONSUMES LESS THAN 10 HOURS YEARLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-04 |
Reach out to this advisor