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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Btc Foundation (Bellingham Technical College) | Bellingham | WA | 06/2008 | 07/2021 |
| Waddell & Reed, Inc | Bellingham | WA | 09/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bellingham | WA | 09/2011 | 07/2021 |
| Whatcom Volunteer Center | Bellingham | WA | 08/2006 | 09/2019 |
| Whatcom Community College | Bellingham | WA | 09/2019 | 07/2021 |
| Candidate-City Council | Bellingham | WA | 06/2021 | 07/2021 |
| Lpl Financial Llc | Bellingham | WA | 07/2021 | Present |
1. 09/01/2019 - WHATCOM COMMUNITY COLLEGE/ OUTSIDE/W-2 EMPLOYMENT/ NOT INVESTMENT RELATED/ 0%/ BELLINGHAM, WA 2. 06/12/2023 - SP Parking - Not Investment Related - Bellingham, WA - Other - Parking Attendant - Start Date 06/02/2023 - 20 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-09 |
Reach out to this advisor