Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 07/2014 | 01/2017 |
| Merriman Wealth Management, Llc | Seattle | WA | 01/2017 | 02/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
Leveraged Global Opp. Fund GP Yes 920 5th Avenue, Seattle WA 98104, Suite 2720 General Partner of Private Fund Management Committee Member of Private Fund 01/01/13 10 Private Fund is in wind-down phase. Current role is to manage the liquidation and distribution of the Private Fund
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-02 |
Reach out to this advisor