Best Investors
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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-05 |
| WA | RA | APPROVED | 2023-12-05 |
Branch Locations
22240 Marine View Dr. S., Des Moines, WA 98198 • United States
33601 21St Ave Sw, Federal Way, WA 98023 • United States
34624 16Th Ave S, Federal Way,, WA 98003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks | Ontario | CA | 08/2015 | 10/2018 |
| Dripp | Chino Hills | CA | 10/2018 | 07/2020 |
| Amazon | Eastvale | CA | 07/2019 | 07/2019 |
| Bank Of America | Chino Hills | CA | 03/2020 | 06/2021 |
| Fidelity Investments | Pasadena | CA | 06/2021 | 01/2022 |
| Hire Talent | New York | NY | 02/2022 | 02/2022 |
| Sea Level Coffee/ Olympia Coffee Roasters | Seattle | WA | 02/2022 | 04/2022 |
| Fidelity Investments | Tukwila | WA | 04/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 04/2023 | 11/2023 |
| Creative Staffing Solutions | Seattle | WA | 02/2022 | 02/2022 |
| Sunmerry Coffee | Brea | CA | 07/2020 | 11/2020 |
| Bank Of America, N.A. | Tacoma | WA | 04/2023 | 11/2023 |
| J.P. Morgan Securities Llc | Federal Way | WA | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Federal Way | WA | 12/2023 | Present |
| Fidelity Brokerage Services Llc | Tukwila | WA | 04/2022 | 04/2023 |
| Fidelity Brokerage Services Llc | Pasadena | CA | 06/2021 | 01/2022 |
| Fidelity Personal And Workplace Advisors | Tukwila | WA | 11/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-16 |
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