Best Investors
Account
Sign in
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Brentwood | TN | 11/2019 | 05/2020 |
| Self Employed | Folsom | CA | 05/2001 | Present |
| Fusion Capital Management | Dallas | TX | 05/2020 | 04/2023 |
| Redwood Private Wealth, Llc | Folsom | CA | 04/2023 | 06/2023 |
| Engineered Financial Solutions | Folsom | CA | 08/2020 | Present |
| Advisor Share Wealth Management Llc | Vancouver | WA | 06/2023 | Present |
1. Licensed Insurance Producer: Investment Related; 301 Natoma Street, Suite 106, Folsom CA 95630; Life, Health & Fixed Insurance Products start date: 08/2020; Hours Per Month: 40; Hours During Trading: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S66 | Uniform Combined State Law Examination | 2002-03-27 |
Reach out to this advisor