Best Investors
Account
Sign in
Best Investors
Account
Sign in
1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-09-28 |
Branch Locations
1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Gavekal | Bellevue | WA | 09/2015 | Present |
Name: Financial Planning Association of Puget Sound Investment-related: yes Address: 2150 N 107th St #205, Seattle, WA 98133 Nature of business: Help organize networking and informational events regarding financial planning Position: Board member Start date: 1/1/2019 Hours: 4/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-19 |
Reach out to this advisor