Best Investors
Account
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Best Investors
Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-10 |
| TX | RA | APPROVED | 2024-10-10 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillcrest Country Club | Boise | ID | 06/2016 | 09/2016 |
| Oregon State University | Corvallis | OR | 09/2016 | 08/2018 |
| Boise Ymca | Boise | ID | 08/2018 | 12/2019 |
| Warhawk Air Museum | Nampa | ID | 09/2018 | 08/2021 |
| Edward Jones | Tempe | AZ | 01/2019 | 03/2019 |
| Edward Jones | Boise | ID | 07/2019 | 12/2019 |
| New York Life Insurance Co | Boise | ID | 12/2019 | 08/2022 |
| Nylife Securities, Llc | Boise | ID | 08/2021 | 08/2022 |
| Bodovino | Boise | ID | 03/2021 | 04/2023 |
| Massmutual Life Insurance Company | Meridian | ID | 08/2022 | 10/2023 |
| Mml Investors Services, Llc | Meridian | ID | 02/2023 | 10/2023 |
| Capital High School | Boise | ID | 08/2021 | 11/2021 |
| Capital High School | Boise | ID | 08/2022 | 11/2022 |
| Rbc Capital Markets, Llc | Eagle | ID | 11/2023 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Boise | ID | 10/2024 | Present |
(1) *613848 - Capital High School Swim Team; Investment related: No; Boise, Idaho; Athletic program: Swim Team; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 30; Administrative, Business Development/Growth, Fundraising, Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-14 |
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