Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-08 |
| OR | RA | APPROVED | 2024-08-07 |
| CA | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
11601 Sw Beaverton Hillsdale Hwy, Beaverton, OR 97005 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Portland | OR | 12/2020 | 04/2022 |
| Charles Shwab Bank Ssb | Portland | OR | 04/2020 | 11/2020 |
| Wells Fargo | Portland | OR | 03/2001 | 12/2019 |
| Wells Fargo | Portland | OR | 01/2020 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Portland | OR | 04/2022 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
Reach out to this advisor