Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED_RES | 2019-10-22 |
| ID | RA | APPROVED | 2013-09-12 |
| WA | RA | APPROVED | 2013-07-16 |
Branch Locations
143 W Neider Ave, Coeur D'ALene, ID 83815 • United States
904 Main St Ste 5, Billings, MT 59105 • United States
2414 Central Ave, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Veradale | WA | 07/2013 | Present |
Entity Name: Joya Child and Family Development Investment related: No Address: 1016 N Superior St. Spokane, WA 99202 www.joya.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Pediatric therapy provider serving children offering occupational, physical and speech therapy together with special ed. services. Already Approved with Conditions. Ceasing Vice President and Elected as Board President. Role to include planning and implementation of the entities' activities and presiding over Board and Executive Committee Meetings. President is also a voting member of the Spokane Guilds' School Foundation, a fundraising foundation for Joya. No Investment Advisory role. Entity Name: Joya Child and Family Development Investment related: Yes Address: 1016 N Superior St. Spokane, WA 99202 www.joya.org Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/16/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Pediatric therapy provider serving children offering occupational, physical and speech therapy together with special ed. services. Ceased Treasurer Interest. Currently Vice President. Finance Committee Members plan debt service & budget recommendations to the board. No investment advisory
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-22 |
Reach out to this advisor