Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-20
WA RA APPROVED 2023-04-25
  • TX RA
    APPROVED
    Since 2023-06-20
  • WA RA
    APPROVED
    Since 2023-04-25

Branch Locations

601 W Riverside Ave, Spokane, WA 99201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 08/2022 03/2023
First Interstate Bank Billings MT 06/2021 01/2022
Pizza Hut Billings MT 05/2021 07/2021
Montana State University Billings Billings MT 08/2019 05/2022
Club At Snoqualmie Ridge Snoqualmie WA 05/2020 08/2020
Unemployed North Bend WA 05/2022 08/2022
Spokane Falls Community College Spokane WA 09/2017 08/2019
Advanced Component Services Snoqualmie WA 06/2018 09/2018
Unemployed North Bend WA 07/2012 09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 03/2023 Present
Bank Of America, N.A. Spokane WA 04/2023 Present
  • 08/2022 → 03/2023
    New York, NY
  • 06/2021 → 01/2022
    First Interstate Bank
    Billings, MT
  • 05/2021 → 07/2021
    Pizza Hut
    Billings, MT
  • 08/2019 → 05/2022
    Montana State University Billings
    Billings, MT
  • 05/2020 → 08/2020
    Club At Snoqualmie Ridge
    Snoqualmie, WA
  • 05/2022 → 08/2022
    Unemployed
    North Bend, WA
  • 09/2017 → 08/2019
    Spokane Falls Community College
    Spokane, WA
  • 06/2018 → 09/2018
    Advanced Component Services
    Snoqualmie, WA
  • 07/2012 → 09/2017
    Unemployed
    North Bend, WA
  • 03/2023 → Present
    Spokane, WA
  • 04/2023 → Present
    Bank Of America, N.A.
    Spokane, WA
Previous Registrations
Other Businesses

I*1882325, Entity Type, Name of OBA: Rental Property 1 Address: Spokane Washington 99212 Investment Related: No Position, Title, Association: Co-owner with non-family members Employee Start Date: 06/17/2024 No Hours: 8 Monthly No Hours during trading: 0 Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-15
  • S66 Uniform Combined State Law Examination
    2022-09-15
Other Names
  • Justin Lutz

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor