Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-25 |
Branch Locations
1400 Washington St Ste 200, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Battle Ground | WA | 04/2015 | 03/2020 |
| Journey Theater Arts Group | Vancouver | WA | 10/2014 | 12/2016 |
| Jp Morgan Securities Llc | Battle Ground | WA | 06/2017 | 03/2020 |
| Garrett Williams (Dba Williams Wedding Services) | Vancouver | WA | 01/2015 | Present |
| Amazon Flex | Yacolt | WA | 10/2018 | 12/2019 |
| U.S. Bank | Vancouver | WA | 03/2020 | 08/2022 |
| U.S. Bancorp Investments, Inc. | Vancouver | WA | 06/2020 | 08/2022 |
| Morgan Stanley | Portland | OR | 08/2022 | 11/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2024 | Present |
| Cetera Investment Advisers Llc | Vancouver | WA | 11/2024 | Present |
| Washington Trust Bank | Vancouver | WA | 11/2024 | Present |
1.)RELATIONSHIP MANAGER FOR WASHINGTON TRUST BANK, MANAGE CLIENT RELATIONSHIPS ONLY, DOES NOT PLACE TRADES, DOES NOT PROVIDE INVESTMENT RECOMMENDATIONS, DOES NOT MAKE INVESTMENT DECISIONS; 2.)WEDDING/SPECIAL EVENTS DJ, DBA WILLIAMS WEDDINGS AND EVENTS, WILLIAMS WEDDINGS CO, 100% OWNER, 4/HRS/WK; 3.)DIRECTOR, BOARD OF DIRECTORS FOR JOURNEY THEATER ARTS GROUP, MONTHLY BOARD MEETINGS, SPEAKING ENGAGEMENTS AND COMMUNITY EDUCATION, 4/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-11 |
Reach out to this advisor