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 | 2025-11-04 |
| WA | RA | APPROVED | 2023-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vi Resorts | Seattle | WA | 09/2018 | 12/2018 |
| Yellow Rock Group | Bellevue | WA | 05/2016 | 12/2017 |
| Unemployed | Bellevue | WA | 07/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Seattle | WA | 01/2019 | 05/2019 |
| Northwestern Mutual Investment Services Llc | Seattle | WA | 12/2018 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | Edmonds | WA | 04/2021 | Present |
| J.P. Morgan Securities Llc | Edmonds | WA | 04/2021 | Present |
| Bank Of America | Chicago | IL | 01/2020 | 01/2021 |
| New York Life Insurance Co | Downers Grove | IL | 06/2019 | 12/2019 |
| Homestreet Bank | Redmond | WA | 12/2018 | 01/2019 |
| Worldmark Seattle | Seattle | WA | 09/2018 | 11/2018 |
| Cascade Connections | Belingham | WA | 02/2018 | 06/2018 |
| Oasis Villa Resort Homeowners | Bellevue | WA | 11/2018 | 11/2018 |
| Unemployed | Bellevue | WA | 01/2018 | 01/2018 |
| Unemployed | Evanston | IL | 02/2021 | 03/2021 |
| Unemployed | Bellevue | WA | 03/2021 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
Reach out to this advisor