Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| WA | RA | APPROVED | 2024-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Papa Murphys | Mill Creek | WA | 12/2016 | 10/2017 |
| Chickfila | Bothell | WA | 12/2017 | 01/2019 |
| Chickfila | Bothell | WA | 01/2019 | 09/2021 |
| Unemployed | Everett | WA | 11/2012 | 11/2016 |
| Everett Community College | Everett | WA | 09/2017 | 06/2020 |
| University Of Washington Bothell | Bothell | WA | 03/2021 | 12/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Bellevue | WA | 08/2023 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mukilteo | WA | 09/2024 | Present |
| Unemployed | Everett | WA | 06/2024 | 08/2024 |
| Bank Of America, N.A. | Mukilteo | WA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-17 |
Reach out to this advisor