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 | 2024-08-02 |
| WA | RA | APPROVED | 2024-08-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Finl Group | Seattle | WA | 11/2017 | 04/2020 |
| Us Army Reserve | Marysville | WA | 07/2014 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Redmond | WA | 04/2020 | 07/2024 |
| Bank Of America | Redmond | WA | 04/2020 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 08/2024 | Present |
| J.P. Morgan Securities Llc | Bellevue | WA | 08/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2022 | 11/2022 |
| Dufry Seattle (Seatac Airport)/Hudson Group | Seatac | WA | 07/2015 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
Reach out to this advisor