Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bellingham, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearbrook Investment Management, Llc | Bellingham | WA | 05/2014 | Present |
| Finance & Resource Management Consultants, Inc. | Bellingham | WA | 01/2014 | Present |
| Below The Line Club, Llc | Bellingham | WA | 07/2016 | 12/2023 |
| Study Groups Captive, Llc | Bellingham | WA | 09/2017 | Present |
FINANCE & RESOURCES MANAGEMENT CONSULTANTS, INC., MANAGEMENT TEAM, SINCE 2014, 821 CHUCKANUT DRIVE, BELLINGHAM, WA 98229, STUDY GROUP FOR FACILITATION, AND BUSINESS CONSULTING, DEVOTED TIME IS ABOUT 120 HRS A MONTH, NON-INVESTMENT RELATED. Independent Insurance Agent with various agencies, investment related, selling insurance products, spend <1 hour per month, since July 2009. Hillcrest Chapel Treasurer, 20020 non-investment related, devoted time is about 5 hours per month. Study Groups Captive LLC, Owner, since 2017, non-investment related, devoted time is about 5 hours per month, marketing and services for captive insurance companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 2004-08-04 |
Reach out to this advisor