Best Investors
Account
Sign in
Best Investors
Account
Sign in
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-17 |
| CA | RA | APPROVED | 2007-11-12 |
| WA | RA | APPROVED | 2007-11-05 |
Branch Locations
500 108Th Avenue Ne Suite 2100, Bellevue, WA 98004 • United States
Friday Harbor, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | Bellevue | WA | 04/2003 | Present |
| Oppenheimer & Co. Inc. | Bellevue | WA | 01/2001 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-22 |
Reach out to this advisor