Best Investors
Account
Sign in
Best Investors
Account
Sign in
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-30 |
Branch Locations
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Fncl Services | Bellevue | WA | 09/2001 | 09/2019 |
| Lpl Financial, Llc | Bellevue | WA | 09/2019 | 06/2025 |
| Asset One Wealth Management | Bellevue | WA | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1) Asset One Wealth Management. Investment related. At registered location. RIA. IAR. Start date: 06/2025. 160 hrs month; all during trading hours. Managing Partner. 2) Fixed Insurance. Investment related. At registered location. Traditional/fixed insurance. Agent. Start date: 06/2025. 8 hrs/month; all during trading hours. Sales of traditional/fixed insurance products. 3) PKSF. Investment related. At registered location. Traditional/fixed insurance. Agent. Start date: 06/2025. 1 hr/month; during trading hours. Sales of traditional/fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
Reach out to this advisor