Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-13 |
| CA | RA | APPROVED | 2023-06-13 |
| ID | RA | APPROVED | 2022-09-13 |
| AZ | RA | APPROVED | 2022-01-26 |
| WA | RA | APPROVED | 2021-01-04 |
Branch Locations
1020 N. Center Parkway Suite D, Kennewick, WA 99336 • United States
162 E. Hayden Ave., Hayden, ID 83835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Spokane | WA | 07/2019 | 11/2019 |
| Eastern Washington University | Spokane | WA | 09/2015 | 06/2019 |
| Eastern Washington University | Spokane | WA | 06/2018 | 08/2018 |
| Eastern Washington University | Spokane | WA | 09/2018 | 06/2019 |
| Pacific Crest Planning | Kennewick | WA | 07/2016 | 12/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 05/2020 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 11/2019 | 05/2020 |
| Lyft | San Francisco | CA | 09/2017 | 05/2018 |
1. PCP Consulting (Revel-E), non-investment related, 1020 N. Center Parkway, Suite D, Kennewick, WA 99336, DBA for branding purposes, Director of Marketing, since 7/27/2020. 2. ALPHA 3 WEALTH MANAGEMENT POSITION: Director of Marketing NATURE: DBA for Revel-E Group, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 1020 N. CENTER PARKWAY, SUITE D, KENNEWICK, WA 99336, United States DESCRIPTION: DBA ALPHA III TAXGUARD POSITION: Director of Marketing NATURE: Working with prospects and Dunham Trust Company for potential tax mitigation strategies for selling highly appreciated assets (Real estate, business, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 162 E. Hayden Ave., Hayden, ID 83835, United States DESCRIPTION: Working with prospects and Dunham Trust Company for potential tax mitigation strategies for selling highly appreciated assets (Real estate, business, etc.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-28 |
Reach out to this advisor