Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-06 |
| WA | RA | APPROVED | 2017-12-13 |
Branch Locations
1218 Commercial Avenue, Anacortes, WA 98221 • United States
2601 E. Division St, Mt Vernon, WA 98273 • United States
570 Ne Midway Blvd, Oak Harbor, WA 98277 • United States
5600 24Th Avenue Nw, Seattle, WA 98107 • United States
822 South Burlington Blvd., Burlington, WA 98233 • United States
901 North Mission Street, Wenatchee, WA 98801 • United States
901 North Mission Street, Wenatchee, WA 98801 • United States
2801 Bickford Ave., Ste 101, Snohomish, WA 98290 • United States
15506 Main Street, Ste 105, Mill Creek, WA 98012 • United States
1801 Riverside Drive, Mt. Vernon, WA 98273 • United States
4183 Meridian St, Bellingham, WA 98226 • United States
201 Main Street, Suite 101, Edmonds, WA 98020 • United States
4183 Meridian St, Bellingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Seattle | WA | 10/2009 | 12/2017 |
| Peoples Bank | Edmonds | WA | 12/2017 | Present |
| Lpl Financial Llc | Edmonds | WA | 12/2017 | Present |
1) 12/1/17- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Peoples Investments- Inv. Related- at reported business location(s)- 100%. 2) 12/14/2017 - Peoples Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Dated 12/01/2017 - 160 Hours Per Month/80 Hours During Securities Trading. 3) 9/16/2020 - Evergreen Merch - Not Investment Related - Home Based - Other-Family Business - Partner - Start Date: 9/1/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Selling used book and merchandise online.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-12 |
Reach out to this advisor