Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-15 |
| WA | RA | APPROVED | 2017-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bellevue | WA | 04/2014 | 04/2017 |
| Morgan Stanley Private Bank, National Association | Bellevue | WA | 01/2015 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2017 | Present |
| Bank Of America, N.A. | Bellevue | WA | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-08 |
Reach out to this advisor