Best Investors
Account
Sign in
Best Investors
Account
Sign in
1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| SC | RA | APPROVED | 2025-08-20 |
| NC | RA | APPROVED | 2025-08-18 |
| GA | RA | APPROVED | 2025-08-15 |
Branch Locations
1166 Avenue Of The Americas 30Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc. | Little Rock | AR | 05/2016 | 07/2018 |
| Oppenheimerfunds | Denver | CO | 08/2018 | 01/2022 |
| Invesco Distributors, Inc. | Houston | TX | 05/2019 | 01/2022 |
| Principal Funds Distributor, Inc. | Des Moines | IA | 01/2022 | 08/2025 |
| Principal Asset Management | Des Moines | IA | 01/2022 | 08/2025 |
| Principal Securities, Inc. | Des Moines | IA | 06/2024 | 08/2025 |
| Cohen And Steers Securities, Llc | New York | NY | 08/2025 | Present |
| Cohen & Steers Capital Management Inc. | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-25 |
Reach out to this advisor