Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-04-21 |
Branch Locations
361 Se Pioneer Way, Oak Harbor, WA 98277 • United States
1018 8Th St, Anacortes, WA 98221 • United States
999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States
305 Argyle Ave, Friday Harbor, WA 98250 • United States
1511 Riverside Dr, Mount Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Anacortes | WA | 07/2012 | 11/2016 |
| Wells Fargo Advisors, Llc. | Anacortes | WA | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Anacortes | WA | 11/2016 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Friday Harbor | WA | 03/2020 | Present |
| Bkco Mortgage | Bellingham | WA | 11/2019 | 03/2020 |
| Unemployed | Mt Vernon | WA | 07/2018 | 11/2019 |
RENTAL PROPERTY, INV RELATED, MOUNT VERNON, WA, 100% OWNERSHIP, START 1/1/2020, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. CO-GUARDIAN FOR SON, INV RELATED, MT. VERNON, WA, START 3/27/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. CO-TRUSTEE FOR FAMILY TRUST, INV RELATED, MT. VERNON, WA, START 8/16/2002, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-24 |
| S66 | Uniform Combined State Law Examination | 2000-07-10 |
Reach out to this advisor