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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-23 |
Branch Locations
1603 Cooper Point Rd. Nw, Olympia, WA 98502-8325 • United States
Olympia, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Life Insurance Company | Bellevue | WA | 04/2015 | 07/2020 |
| Symetra Securities, Inc. | Bellevue | WA | 04/2015 | 06/2020 |
| Lpl Financial Llc | Olympia | WA | 07/2020 | Present |
| Financial Advocates Investment Management | Olympia | WA | 07/2020 | Present |
1. 7/6/2020 - Kerrigan Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/24/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 2. 10/14/2022 - No Business Name - Investment Related - Olympia, WA 98502 - Real Estate Rental - Start Date: 11/15/2022 - 2 Hours Per Month/0 Hours During Securities Trading - Duplex rental. 3. 10/14/2022 - No Business Name - Investment Related - Olympia, WA 98502 - Real Estate Rental - Start Date: 05/10/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Duplex rental. 4. 01/10/2024 - The Valley Athletic Club - Non-Investment Related - Olympia, WA - Outside/W-2 Employment - Swim Instructor - Started: 10/05/2023 - 8 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-13 |
| S66 | Uniform Combined State Law Examination | 2013-12-02 |
Reach out to this advisor