Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-10 |
| WA | RA | APPROVED | 2021-09-10 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
1301 A Street Suite 300, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Bellevue | WA | 10/2006 | 08/2021 |
| Morgan Stanley | Kirkland | WA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-27 |
Reach out to this advisor