Best Investors
Account
Sign in
Best Investors
Account
Sign in
1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-16 |
| AK | RA | APPROVED | 2023-11-03 |
| HI | RA | APPROVED | 2023-11-01 |
| ID | RA | APPROVED | 2023-11-01 |
| MT | RA | APPROVED | 2023-11-01 |
| CA | RA | APPROVED | 2023-10-31 |
| WA | RA | APPROVED | 2023-08-04 |
Branch Locations
3340 Nw Randall Way, Silverdale, WA 98383 • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
Anacortes, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| None | Cranston | RI | 01/2021 | 04/2021 |
| Mainzer Ruder | Mainz | 10/2020 | 12/2020 | |
| Trinity College Dublin | Dublin | 07/2017 | 09/2020 | |
| University Of Tulsa | Tulsa | OK | 09/2013 | 06/2017 |
| Thrivent Investment Management Inc | Anacortes | WA | 04/2021 | 10/2022 |
| Thrivent Financial | Appleton | WI | 04/2021 | 09/2022 |
| Lpl Financial, Llc | Bellingham | WA | 10/2022 | 07/2023 |
| Navy Federal Financial Group, Llc | Silverdale | WA | 07/2023 | Present |
| Navy Federal Investment Services, Llc | Silverdale | WA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-22 |
Reach out to this advisor