Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED | 2022-11-10 |
Branch Locations
201 S. Water Street, Ste A, Ellensburg, WA 98926 • United States
6550 W Nob Hill Blvd, Yakima, WA 98908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Sercurities Llc | San Antonio | TX | 07/2014 | 06/2017 |
| Citi Wealth Management | San Antonio | TX | 06/2017 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Spring | TX | 07/2014 | 06/2017 |
| Usaa Life Insurance Company | San Antonio | TX | 07/2021 | 10/2022 |
| J.P. Morgan Securities Llc | Yakima | WA | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Yakima | WA | 11/2022 | Present |
| Red Lion Hotel | Ellensburg | WA | 06/2024 | 08/2024 |
| Fred Meyer | Ellensburg | WA | 02/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-11 |
Reach out to this advisor