Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-06 |
| WA | RA | APPROVED | 2019-06-06 |
Branch Locations
4200 Nw Fruit Valley Road, Vancouver, WA 98660 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
6424 E. Greenway Pkwy, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Metal Works | Vancouver | WA | 04/2013 | 03/2017 |
| Beacon Pacific | Vancouver | WA | 12/2006 | 03/2017 |
| Foresters Financial Services | Phoenix | AZ | 09/2010 | 06/2019 |
| Parthenon Properties, Llc | Phoenix | AZ | 04/2013 | Present |
| Lepitsa 1 Llc | Phoenix | AZ | 04/2013 | Present |
| Foresters Advisory Services | Phoenix | AZ | 12/2014 | 06/2019 |
| Atlas Investments, Llc | Vancouver | WA | 05/2018 | 08/2021 |
| Kestra Investment Services, Llc. | Vancouver | WA | 06/2019 | Present |
| Kestra Advisory Services, Llc. | Vancouver | WA | 06/2019 | Present |
Business Name: LEPITSA 1, LLC Investment Related: No Address: 7011 NE 217th Ave. Vancouver WA 98660 Nature of Business: Real Estate Position, Title or Relationship: Landlord Start Date: 11/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Landlord Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, building 2, suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 6/7/2019 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: I have a fiduciary responsibility to proved the best possible resources and services for my clients Business Name: Parthenon Wealth Advisors Investment Related: Yes Address: 4200 NW Fruit Valley Road Vancouver WA 98660 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: My position is a Registered Representative/Investment Advisor Rep Start Date: 6/7/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: My duties are to find solutions to people???s financial problems to help them reach their financial goals, and to protect their families and their wealth from unexpected untimely events, market changes, and educate them on important financial decisions like their pensions and social security. Business Name: SPARTINA WEALTH MANAGEMENT POSITION: President, Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 ADDRESS: 4200 NW Fruit Valley Road, Suite A-100, Vancouver WA 98660 DESCRIPTION: Manage portfolios and give financial advice to clients and prospects to help build my business, using mutual funds, stocks, annuities and life insurance. Help clients reach their long term financial goals. Business Name: KILADA, LLC POSI: Member NOB: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2024 ADDRESS: 11512 NW 43rd Ct, Vancouver WA 98685 DESC: I don't necessarily have any duties or obligations, other than to report any income for tax purposes. My parent's estate attorney and tax advisor suggested this route for estate planning purposes, and so my brother and myself also became Members of the LLC's.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-03 |
Reach out to this advisor