Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-22 |
Branch Locations
100 Century Center Court Suite 340, San Jose, CA 95112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Seattle | WA | 07/2016 | 09/2016 |
| Greenpeace International | Seattle | WA | 09/2016 | 12/2016 |
| Educurious | Seattle | WA | 12/2016 | 09/2017 |
| New York Life Insurance Co | Bellevue | WA | 06/2017 | 01/2020 |
| Carrol And Associates | Bellevue | WA | 03/2020 | 02/2021 |
| Robert W. Baird & Co Inc | Bellevue | WA | 02/2022 | 05/2023 |
| Lpl Financial Llc | San Diego | CA | 12/2023 | 08/2024 |
| Unemployed | Bellevue | WA | 06/2023 | 12/2023 |
| Mml Investor Services, Llc | San Jose | CA | 08/2024 | Present |
| Massmutual Life Insurance Co. | San Jose | CA | 08/2024 | Present |
| Robert W. Baird & Co Inc | Bellevue | WA | 02/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-17 |
Reach out to this advisor