Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-08 |
Branch Locations
11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Chase | Everett | WA | 03/2018 | 06/2019 |
| Equitable Advisors, Llc | Bellevue | WA | 07/2019 | 03/2021 |
| Equitable Advisors, Llc | Bellevue | WA | 12/2020 | 03/2021 |
| Lpl Financial Llc | Everett | WA | 03/2021 | 11/2022 |
| Coldstream Wealth Management | Bellevue | WA | 11/2022 | 09/2024 |
| Coldstream Securities, Inc. | Bellevue | WA | 02/2023 | 09/2024 |
| Lpl Financial Llc | Everett | WA | 03/2021 | 11/2022 |
| Snider Retirement Strategies, Inc. | Bellevue | WA | 09/2024 | 07/2025 |
| Charles Schwab & Co., Inc | Bellevue | WA | 09/2025 | Present |
| Schwab Wealth Advisory Inc. | Bellevue | WA | 09/2025 | Present |
| Wells Fargo | Roanoke | VA | 06/2016 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
Reach out to this advisor