Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2175 Nw Raleigh St Suite #110, Portland, OR 97210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cordant, Inc. (Formerly Private Wealth Northwest) | Portland | OR | 04/2011 | 06/2026 |
| Cerity Partners, Llc | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-09 |
Reach out to this advisor