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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| WA | RA | APPROVED | 2018-04-11 |
Branch Locations
8010 164Th Ave Ne, Floor 1, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Redmond | WA | 10/2010 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Redmond | WA | 04/2011 | 03/2018 |
| J.P. Morgan Securities Llc | Redmond | WA | 04/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Redmond | WA | 04/2018 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/1/2019 ADDRESS: 2531 Bothell WA DETAILS: 2531 BOTHELL, WA. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 3 HOURS DURING TRADING: 0 RENTAL PROPERTY, INV RELATED, SNOHOMISH, WA, 100% OWNER, START: 11/1/2016, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: RENTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
Reach out to this advisor