Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-20 |
Branch Locations
1910 Fairview Ave N Suite 200, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 09/2015 | 09/2019 |
| Cresset Asset Management, Llc | Seattle | WA | 09/2019 | 04/2020 |
| Columbia Pacific Wealth Management | Seattle | WA | 05/2020 | 08/2023 |
| Corient | Seattle | WA | 01/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
Reach out to this advisor