Best Investors
Account
Sign in
800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-14 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
8501 N Scottsdale Rd Suite 165, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Chicago | IL | 06/2016 | 06/2018 |
| Jpmorgan Chase Bank Na | Scottsdale | AZ | 07/2018 | 01/2022 |
| Jpmorgan Securities Llc | Scottsdale | AZ | 07/2018 | 01/2022 |
| Grey Street Capital, Llc | Phoenix | AZ | 01/2022 | 03/2024 |
| The Caprock Group, Llc | Boise | ID | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-06 |
Reach out to this advisor