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 |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Coeur D'ALene | ID | 03/2011 | Present |
| Financial Advocates Investment Management | Olympia | WA | 03/2011 | 08/2025 |
(1) 03/24/2011: White Pine Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 05/16/2011: Financial Advocates Investment Management - Registered Investment Advisor DBA - DBA: (Hybrid) Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - 75% Time Spent - Manage Assets for a fee, prepare financial plans and perform hourly consulting (3) 11/26/2014: Financial Advocates Investment Management - Registered Investment Advisor DBA - DBA: White Pine Wealth Management - Investment Related - 610 W. Hubbard, Suite 215, Coeur d'Alene, ID 83814 - Start 11/11/2014 - 80 Hr/Mo; 80 Hour(s) During Securities Trading (4) 12/19/2016: White Pine Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2011 - 160 Hours Per Month/8 Hours During Securities Trading. (5) 3/28/2018 - Whisk Agriculture LLC - Not Investment Related - 6711 W Diagonal Rd, Rathdrum, ID 83858 - Farm - Started 04/01/2018 - 20 Hours Per Month/0 Hours During Securities Trading. (6) 02/23/2022 - WestPac Wealth Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 02/23/2022 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
Reach out to this advisor