Best Investors
Account
Sign in
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-23 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 12/1995 | 11/2019 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 03/2021 | Present |
| Bmw Of Bellevue | Bellevue | WA | 09/2020 | 09/2020 |
| Ups | Redmond | WA | 11/2020 | 01/2021 |
| Unemployed | Redmond | WA | 11/2019 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
Reach out to this advisor