Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
1111 W Jefferson Street Suite 420, Boise, ID 83702 • United States
Boise, ID • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Boise | ID | 05/2026 | Present |
| Wells Fargo Advisors Llc | Boise | ID | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 05/2026 |
MERIDIAN HIGH SCHOOL, NOT INVT RELATED, MERIDIAN, OH, ASSISTANT BASKETBALL COACH, START 11/1/2021, 75 HRS PER MONTH, 0 HRS DURING TRADING, COACH BASKETBALL. RENTAL PROPERTY; INV. RELATED; BOISE, ID; 100% OWNERSHIP; START 1/14/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
Reach out to this advisor