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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-06 |
| MT | RA | APPROVED | 2016-11-17 |
| TX | RA | APPROVED | 2016-11-17 |
Branch Locations
125 Bank Street Suite 700, Missoula, MT 59802-4424 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Salt Lake City | UT | 10/2008 | 11/2016 |
| Rbc Capital Markets, Llc | Missoula | MT | 11/2016 | Present |
| City National Bank | Missoula | MT | 05/2018 | 01/2025 |
(1) WORDEN RENTAL; ADDRESS: 328 EAST PINE STREET, MISSOULA, MT 59802; BUSINESS DESCRIPTION: 4-PLEX RENTAL; NOT INVESTMENT RELATED; START DATE: 08/01/2017; CAPACITY: OWNER-PASSIVE; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: NONE; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE; (2) NAME OF ENTITY: Condo - Rental and Second Home; ADDRESS: 2 Summit View Drive, Unit 302a Big Sky, MT; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Second Home and Occasional Rental; CAPACITY: Owner-Passive; START DATE: 02/2020; DUTIES: None; HOURS DEVOTED PER MONTH: 0; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-21 |
Reach out to this advisor