Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-26 |
| TX | RA | APPROVED | 2023-06-23 |
| WA | RA | APPROVED | 2023-06-23 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Octavus, Llc | Excelsior | MN | 04/2010 | 08/2020 |
| Rbc Capital Markets, Llc | Seattle | WA | 10/2021 | 05/2023 |
| Amazon (Aws) | Seattle | WA | 09/2020 | 05/2021 |
| Unemployed | Seattle | WA | 05/2021 | 10/2021 |
| Morgan Stanley | Lake Oswego | OR | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
Reach out to this advisor