Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-27 |
| WA | RA | APPROVED | 2018-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Renton | WA | 10/2007 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 09/2017 | Present |
| Bank Of America, N.A. | Bellevue | WA | 10/2017 | Present |
I*8393 For profit or not for profit: Name of outside business organization: Jacob Barnhart Rental Property Investment related: Address of business: seattle, Washington 98126 Nature of business: , Position, title, association: , Start date of relationship: 6/17/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-03 |
Reach out to this advisor