Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
| WA | RA | APPROVED | 2023-11-20 |
Branch Locations
10885 Ne 4Th Street Suite 200, Bellevue, WA 98004 • United States
1 Front Street, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kirkland | WA | 05/2020 | 07/2021 |
| Nordstrom | Bellevue | WA | 05/2015 | 01/2017 |
| Unemployed | London | 01/2017 | 04/2020 | |
| First Republic Securities Company, Llc | Bellevue | WA | 07/2021 | 09/2023 |
| First Republic Investment Management, Inc | Bellevue | WA | 07/2021 | Present |
| J.P. Morgan Securities Llc | Bellevue | WA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Bellevue | WA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-02 |
Reach out to this advisor