Best Investors
Account
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Best Investors
Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-10-21 |
| AK | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED | 2022-09-15 |
| ID | RA | APPROVED | 2022-08-26 |
| IN | RA | APPROVED | 2022-08-26 |
| MT | RA | APPROVED | 2022-08-26 |
| UT | RA | APPROVED | 2022-08-26 |
Branch Locations
10400 Ne 4Th St Moutain Pacific, Bellevue, WA 98004 • United States
801 W Main St, Bozeman, MT 59715 • United States
330 N Higgins Ave, Missoula, MT 59802 • United States
8121 W Quinault Ave, Kennewick, WA 99336 • United States
60 E South Temple St, Salt Lake City, UT 84111 • United States
142 Baker Ave, Whitefish, MT 59937 • United States
3412 Colton Blvd, Billings, MT 59102 • United States
10400 Ne 4Th St, Bellevue, WA 98004 • United States
601 W Riverside Ave, Spokane, WA 99201 • United States
225 N 9Th St, Boise, ID 83702 • United States
1221 W Emma Ave, Coeur D'ALene, ID 83814 • United States
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 02/2015 | 11/2021 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2015 | 11/2021 |
| Guardian Life Insurance Co Of America | 10 Hudson Yards | NY | 11/2021 | 08/2022 |
| Park Avenue Securities, Llc | New York | NY | 11/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 08/2022 | Present |
1. Food Critic- Food critic covering Utah restaurants, Start: 11/03/2018 Address: 10436 S Walnut Canyon Ln South Jordan UT 84009, 5 total hours per month 0 during securities trading hours, Not Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-16 |
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