Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-11-04 |
Branch Locations
601 W. 1St Avenue 14Th Floor, Spokane, WA 99201 • United States
Spokane Valley, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Fort Collins | CO | 09/2010 | 07/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Fort Collins | CO | 09/2010 | 06/2019 |
| Spokane Teachers Credit Union | Post Falls | ID | 08/2019 | 08/2020 |
| Cuso Financial Sevices, L.P. | San Diego | CA | 08/2019 | 08/2020 |
| Lpl Financial Llc | Spokane | WA | 09/2020 | 10/2021 |
| Becu | Spokane | WA | 09/2020 | 10/2021 |
| Tiaa | Spokane | WA | 10/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Spokane | WA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-27 |
Reach out to this advisor