Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-15 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
11593 Foothills Place Nw, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Bellevue | WA | 05/2023 | 10/2023 |
| World Financial Group, Inc. | Bellevue | WA | 02/2021 | Present |
| M2 Anesthesia | Lake Tapps | WA | 06/2016 | 05/2020 |
| Unemployed | Silverdale | WA | 06/2020 | 10/2020 |
| Ki Financial, Llc | Silverdale | WA | 04/2021 | Present |
| Rodan And Fields | San Francisco | CA | 10/2020 | 02/2023 |
| Vanderbilt Financial Group. | Woodbury | NY | 11/2023 | Present |
Ki Financial, LLC. Not investment related. Start date: 11/15/2023. Address: 11593 Foothills Pl Nw, Silverdale WA, 98383. Title: Financial Coach and Educator. Duties: Teach the basics of money management and budgeting. Create debt reduction and payoff plans. Work with clients through financial traumas. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-29 |
Reach out to this advisor