Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-18 |
| CA | RA | APPROVED | 2017-07-21 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Camarillo | CA | 02/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 06/2017 | Present |
| Kelly Services Global | Troy | MO | 10/2016 | 01/2017 |
| Independent Capital Management | Camarillo | CA | 02/2017 | 05/2017 |
| Bank Of America, N.A. | Westlake Village | CA | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
Reach out to this advisor