Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-04 |
| WA | RA | APPROVED | 2018-01-02 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-01-02 |
Branch Locations
900 Sw 16Th Street Suite 215, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Renton | WA | 01/2012 | Present |
| Insurance Sales | Renton | WA | 09/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
Reach out to this advisor