Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
| WA | RA | APPROVED | 2024-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa), Inc. | Bellevue | WA | 06/2019 | 08/2021 |
| Hsbc Bank Usa N.A. | Bellevue | WA | 03/2018 | 08/2021 |
| American National | Seattle | WA | 10/2016 | 02/2017 |
| New York Life | Bellevue | WA | 03/2017 | 02/2018 |
| Jpmorgan Chase Bank, N.A. | Bellevue | WA | 08/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Bellevue | WA | 08/2021 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | Renton | WA | 02/2024 | 04/2024 |
| J.P. Morgan Securities Llc | Renton | WA | 02/2024 | 04/2024 |
| Unemployed | Seattle | WA | 06/2015 | 09/2016 |
| Unemployed | Issaquah | WA | 12/2022 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Issaquah | NY | 04/2024 | Present |
| Bank Of America, N.A. | Issaquah | WA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
Reach out to this advisor