Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-03 |
Branch Locations
22526 Se 64Th Place Suite 220, Issaquah, WA 98027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Lafayette | CA | 05/2016 | 11/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 11/2017 | 02/2023 |
| Minnesota Life Insurance Co. | St. Paul | MN | 11/2017 | 02/2023 |
| Securian Advisors Northwest | Bellevue | WA | 11/2017 | 02/2023 |
| Dpa Wealth Partners | Issaquah | WA | 02/2023 | Present |
| Commonwealth Financial Network | San Diego | CA | 02/2023 | Present |
1. Owner of 5 rental properties (3 rental properties located in Seattle WA, 1 rental property located in Kent WA and 1 rental property located in Summer, WA) as of 02/01/1983; 5% time spent during business hours; Not conducted at branch location; Investment related. 2. Real Estate Agent, RSVP Real Estate, Real estate purchase and sale, located in Bellevue, WA as of 05/01/2010 Approximately 15 % time spent during business hours; Not Conducted at branch location; Investment related. 3. Owner, RDS & Associates LLC; tax preparation, tax and management consulting services; located in Burien, WA, as of 01/01/1996; 20% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Tax Preparation, RDS & Associates LLC; tax preparation, tax and management consulting services; located in Burien, WA, as of 01/01/1996; 20% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Fixed insurance sales, Located in Issaquah, WA, as of 01/01/2023, 5 % time spent during business hours; Conducted at branch location; Investment related. 6. Co-owner, Elmgrove Ventures, LLC, an entity created for the purpose of owning real estate in Seattle, WA, as of 8/01/2005; 1% of time spent during business hours; Not conducted at branch; Investment related. 7. Owner, Western Ventures, LLC; an entity created for the purpose of owning real estate in Sumner, WA , as of 08/09/2000; 4% time spent during business hours; Not conducted at branch; Investment related. 8. Co-owner, Longfellow Ventures, LLC;, an entity created for the purpose of owning real estate in Kent, WA, as of 8/01/2005; 4% of time spent during business hours; Not conducted at branch; Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-18 |
Reach out to this advisor