Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-05-10 |
Branch Locations
717 West Sprague Avenue, Spokane, WA 99201 • United States
Spokane, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Lake Oswego | OR | 06/2016 | 04/2018 |
| Principal Securities Inc | Lake Oswego | OR | 06/2016 | 04/2018 |
| Integral Planning & Wealth Management | Lake Oswego | OR | 07/2017 | 04/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2018 | Present |
| Cetera Investment Advisers Llc | Spokane | WA | 05/2018 | Present |
| Washington Trust Bank | Spokane | WA | 05/2018 | Present |
TRUST OFFICER FOR WASHINGTON TRUST BANK; RELATIONSHIP MANAGER; MANAGE CLIENT RELATIONSHIPS ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-10 |
Reach out to this advisor