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_RES | 2026-05-14 |
| WA | RA | APPROVED | 2025-12-24 |
Branch Locations
7900 Se 28Th Street, Suite 101, Mercer Island, WA 98040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National General Lender Services | Everett | WA | 05/2020 | 08/2020 |
| Newton Building And Development | Bremerton | WA | 07/2018 | 08/2019 |
| Nectar Restaurant And Wine Bar | Moscow | ID | 09/2019 | 03/2020 |
| Equitable Advisors, Llc | Bellevue | WA | 10/2020 | 02/2021 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 04/2021 | 07/2022 |
| J.P. Morgan Securities Llc | Seattle | WA | 04/2021 | 07/2022 |
| Equitable Financial Life Insurance Co | Bellevue | WA | 10/2020 | 02/2021 |
| The Mansion At Rosario | Orcas Island | WA | 05/2017 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Mercer Island | WA | 05/2023 | Present |
| J.P. Morgan Securities Llc | Mercer Island | WA | 05/2023 | Present |
| Lumio | Lehi | UT | 07/2022 | 02/2023 |
| Insight Global | Everette | WA | 05/2020 | 08/2020 |
| Unemployed | Port Orchard | WA | 09/2015 | 04/2017 |
| Unemployed | Port Orchard | WA | 08/2017 | 06/2018 |
| Unemployed | Port Orchard | WA | 04/2020 | 04/2020 |
| Unemployed | Bothell | WA | 09/2020 | 09/2020 |
| Unemployed | Kirkland | WA | 03/2021 | 03/2021 |
| Unemployed | Seattle | WA | 03/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
Reach out to this advisor