Best Investors
Account
Sign in
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-02 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everhart Advisors | Dublin | OH | 04/2015 | 06/2017 |
| Freestone Capital Management, Llc | Seattle | WA | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-03 |
Reach out to this advisor