Best Investors
Account
Sign in
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED | 2025-02-11 |
| WA | RA | APPROVED | 2025-02-11 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | New York | NY | 02/2015 | 08/2017 |
| Lund University | Lund | 08/2017 | 09/2018 | |
| Unemployed | New Haven | CT | 09/2018 | 02/2019 |
| Fudan University | Shanghai | 02/2019 | 06/2019 | |
| University Of Toronto | Toronto | 07/2019 | 06/2021 | |
| Morgan Stanley | New York | NY | 01/2022 | 12/2024 |
| Unemployed | Dobbs Ferry | NY | 07/2021 | 01/2022 |
| Fisher Investments | Camas | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-11 |
Reach out to this advisor