Best Investors
Account
Sign in
Middleton, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abundance Financial Planning | Petaluma | CA | 08/2014 | 12/2020 |
| Abundance Financial Planning | Middleton | ID | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-24 |
Reach out to this advisor