Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-01 |
| WA | RA | APPROVED | 1997-03-04 |
Branch Locations
601 W Riverside Ave Pbig - Spokane Private Wealth, Spokane, WA 99201 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 01/1996 | Present |
| Bank Of America, N.A. | Spokane | WA | 12/2009 | Present |
I*46137FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: J & C WINDSONG LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:SPOKANE, WASHINGTON 99223NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 10/18/2011NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RECENTLY MOVED OUT OF THIS RESIDENCE AND NOW AM RENTING IT OUTI*93895For profit or not for profit: For-Profit OrganizationName of outside business organization: Jason KirkpatrickInvestment related: YAddress of business: spokane, Washington 99223Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 5/1/2015Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: rental house. single family residenceI*93913For profit or not for profit: For-Profit OrganizationName of outside business organization: Jason KirkpatrickInvestment related: YAddress of business: spokane, Washington 99203Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 8/19/2015Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: residential rental. single family dwellingI*93916For profit or not for profit: For-Profit OrganizationName of outside business organization: jason kirkpatrickInvestment related: YAddress of business:Spokane, Washington 99203Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 10/8/2015Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: residential rental. single family dwelling.I*94800FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BOYS AND GIRLS CLUBS OF SPOKANE COUNTYINVESTMENT RELATED: NADDRESS OF BUSINESS: 544 E PROVIDENCE AVE, SPOKANE, WASHINGTON 99207NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 6/8/2016NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 12DUTIES: PROVIDE KIDS A SAFE, WHOLESOME, ACTIVE ENVIRONMENT TO GO AFTER SCHOOL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-07 |
Reach out to this advisor