Best Investors
Account
Sign in
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-01 |
| CO | RA | APPROVED | 2026-05-01 |
| IL | RA | APPROVED | 2026-05-01 |
| KY | RA | APPROVED | 2026-05-01 |
| MI | RA | APPROVED | 2026-05-01 |
| MT | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2020-12-09 |
| WA | RA | APPROVED | 2016-09-19 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
601 Union St Suite 2300, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank Russell Company | Tacoma | WA | 07/2004 | 09/2016 |
| Rsm Us Wealth Management Llc | Tacoma | WA | 09/2016 | 02/2022 |
| Russell Investments | Seattle | WA | 01/2006 | 09/2016 |
| Russell Investments Financial Services Llc | Seattle | WA | 07/2004 | 09/2016 |
| Choreo, Llc | Seattle | WA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-18 |
Reach out to this advisor