Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lynnwood | WA | 12/2016 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Lynwood | WA | 10/2018 | 11/2021 |
| Wells Fargo Bank, Na | Lynnwood | WA | 06/2021 | 11/2021 |
| Wells Fargo Bank, Na | Edmonds | WA | 08/2015 | 12/2016 |
| Fidelity Brokerage Services, Llc | Lynnwood | WA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-65400|OrgNmn:Sunshine Green Cleaning|Org Addr:Lynnwood,Washington,US|OBA Nature:Residential cleaning business|Invst Rel:N|Title:Owner|Duties:None, only ownership.|StrtDt:09-01-16|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
Reach out to this advisor