Best Investors
Account
Sign in
Best Investors
Account
Sign in
50 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-02 |
| WA | RA | APPROVED | 2007-10-02 |
Branch Locations
50 Hudson Yards, New York, NY 10001 • United States
601 Union Street, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | Seatle | WA | 10/2007 | Present |
(1) Summer Search, Not investment related, Non-profit organization focused on high-touch mentoring and developmental opportunities that together strengthen the beliefs and skills students need to succeed. Board Member, time dedicated per mth is 1 hr. (2) CoachSelect Inc.; is not itself a provider of executive coaching services; rather, they have system/technology that aligns clients with executive coaches who are appropriate for the client's specific situation and needs etc.; Advisor -- In this capacity I would (1) provide advice/consultation on sales/marketing/client engagement and (2) provide advice/guidance, etc., to CoachSelect's CEO on strategic decisions facing the CoachSelect organization; apprx 5 hours per quarter or 2 hrs/month; Start Date: 01-01-2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
Reach out to this advisor