Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-10-06 |
Branch Locations
14100 Se 36Th St Suite 120A, Bellevue, WA 98006 • United States
2219 Rimland Dr, Ste. 301, Belllingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty Co. | Lynnwood | WA | 09/1998 | 09/2020 |
| Keller Williams Western Realty | Bellingham | WA | 09/2013 | 01/2018 |
| Bankers Life Securities, Inc. | Lynnwood | WA | 06/2016 | 09/2020 |
| Worldventures Marketing , Llc | Plano | TX | 07/2017 | 01/2019 |
| Homesmart One Realty | Bellingham | WA | 04/2018 | 11/2023 |
| Bankers Life Advisory Services, Inc. | Lynnwood | WA | 01/2018 | 09/2020 |
| Lpl Financial Llc | Bellingham | WA | 10/2020 | Present |
| Berkshire Hathaway/Baside Realty | Bellingham | WA | 11/2023 | 11/2023 |
1)10/06/2020 - Real Estate Land - inv rel - Ocean Shores, WA - start: 03/2015 2) 3/1/2021 - Insurance Works Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Non-Variable Insurance - Agent - Started 03/01/2021 - 10 Hours Per Month/1 During Securities Trading. 3) 01/12/2024 - Northwest Home Solutions, Inc. - Inv Related - Bellingham, WA - Mortgage/Real Estate Services - Real Estate Broker - Started: 11/2/2023 - 20 hrs/Mo; 0 Hrs During Trading. 4) 10/13/2025- Dynama Pursuits LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 11/02/2023- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-02 |
Reach out to this advisor