Best Investors
Account
Sign in
Best Investors
Account
Sign in
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-11-07 |
Branch Locations
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berntson Porter & Company, Pllc | Bellevue | WA | 10/2004 | 04/2021 |
| Berntson Porter Wealth Management, Llc | Bellevue | WA | 11/2012 | Present |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | Present |
1202 Investments LLC Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Manager Start Date: 12/06/2017 Hours/Month: 2 Hrs/year Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-06 |
Reach out to this advisor