Best Investors
Account
Sign in
1300 N State St., Bellingham, WA 98225-4730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-12-20 |
Branch Locations
1300 N State St., Bellingham, WA 98225-4730 • United States
101 Prospect St, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 02/2012 | 03/2019 |
| Mutual Of Omaha Investor Services, Inc. | Omaha | NE | 02/2012 | 03/2019 |
| Securities America, Inc. | Omaha | NE | 09/2019 | 04/2020 |
| Securities America Advisors | Omaha | NE | 09/2019 | 04/2020 |
| Unemployed | Omaha | NE | 03/2019 | 09/2019 |
| Unemployed | Omaha | NE | 04/2020 | 09/2020 |
| Saturna Capital Corporation | Bellingham | WA | 09/2020 | 08/2024 |
| Saturna Brokerage Services | Bellingham | WA | 09/2020 | Present |
| Saturna Trust Company | Bellingham | WA | 09/2020 | 08/2024 |
| Saturna Trust Company | Bellingham | WA | 08/2024 | Present |
| Saturna Capital Corporation | Bellngham | WA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-06 |
Reach out to this advisor