Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| WA | RA | APPROVED | 2026-08-13 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 09/2017 | 08/2026 |
| Adp | Lynnwood | WA | 06/2017 | 09/2018 |
| Premier Media Group | Tacoma | WA | 04/2015 | 04/2017 |
| Bank Of America, N.A. | Bellevue | WA | 10/2018 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Kirkland | WA | 08/2026 | Present |
(1) C F / Newcastle, WA / Not Investment Related / Power of Attorney / Start 11-August-2025 / 0 hours / Power of Attorney, Child, Grandchild. (2) C A F Pledged to ML Lender / Newcastle, WA / Not Investment Related / Power of Attorney / Start 28-August-2025 / 1 hour devoted yearly / 0 during trading / Power of Attorney, Child, Grandchild. (3) C A F fbo BANA and/or Assigns / Newcastle, WA / Not Investment Related / Power of Attorney / Start 28-August-2025 / 1 hour devoted year / 0 during trading / Power of Attorney, Child, Grandchild. (4) C A F Pledged to ML Lender / Newcastle, WA / Not Investment Related / Fiduciary Role / Power of Attorney / Start 23-December-2025 / 1 hour devoted yearly / 0 during trading / Power of Attorney, Child, Grandchild.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
Reach out to this advisor