Best Investors
Account
Sign in
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED | 2021-05-19 |
| WA | RA | APPROVED | 2018-08-29 |
Branch Locations
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthvalues, Llc | Menlo Park | CA | 07/2014 | 07/2018 |
| First Pacific Financial | Vancouver | WA | 08/2018 | Present |
1. Licensed Insurance Agent. Maintains an insurance license with applicable state insurance commissions. Not authorized to sell insurance products or receive any commissions or receive additional compensation for the sale of insurance products to clients of First Pacific Financial. Start date: 10/2021. 2. The Church of Jesus Christ of Latter Day Saints. Not investment related. Counselor. Washington. Start date: 08/2023. Conducting responsibilities of Sunday worship services, ministering to congregation members, planning and implementing youth activities, overseeing ward activities, and supervising other Sunday School classes and volunteers. Less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-19 |
Reach out to this advisor