Best Investors
Account
Sign in
Best Investors
Account
Sign in
800 Fifth Avenue Suite 2800, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-07-19 |
Branch Locations
800 Fifth Avenue Suite 2800, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Boston | MA | 09/2013 | 06/2018 |
| Rbc Global Asset Management (Us) Inc. | Boston | MA | 09/2013 | 06/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2018 | Present |
| Parametric Portfolio Associates Llc | Seattle | WA | 06/2018 | Present |
*570138 - CFA Society of Boston ; Investment related - No ; Boston,Massachusetts ; Education ; Education Advisory Council Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 1 ; After business hours : 2 ; I aid the CFA society in the process of logistically arranging educational events for the Boston CFA charterholder community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-21 |
Reach out to this advisor