Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| CA | RA | APPROVED | 2023-08-18 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Newport Beach | FL | 01/2007 | 05/2017 |
| Geneos Wealth Management | Irvine | CA | 06/2017 | 07/2020 |
| Silversage Advisors | Irvine | CA | 06/2017 | 07/2020 |
| Raymond James Financial Services, Inc. | Irvine | CA | 08/2020 | 03/2023 |
| Raymond James Financial Services Advisors, Inc. | Irvine | CA | 08/2020 | 03/2023 |
| Silversage Advisors | Irvine | CA | 08/2020 | 03/2023 |
| Morgan Stanley | Irvine | CA | 08/2023 | Present |
| Unemployed | Irvine | CA | 04/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-08 |
Reach out to this advisor