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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| WA | RA | APPROVED | 2017-06-07 |
Branch Locations
12770 Gateway Drive, Tukwila, WA 98168 • United States
101 Nw 85Th St, Seattle, WA 98117 • United States
Woodinville, WA • United States
2232 Nw Market St, Seattle, WA 98107 • United States
5105 25Th Ave Ne, Seattle, WA 98105 • United States
4319 Stone Way North, Seattle, WA 98103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Tech Federal Credit Union | Bellevue | WA | 05/2014 | 05/2017 |
| Raymond James Financial Services, Inc | Bellevue | WA | 09/2013 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 10/2013 | 05/2017 |
| Lpl Financial Llc | Tukwila | WA | 06/2017 | Present |
| Becu Investment Services | Tukwila | WA | 06/2017 | Present |
1)6/7/17-Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-04 |
Reach out to this advisor