Best Investors
Account
Sign in
Best Investors
Account
Sign in
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-01-10 |
Branch Locations
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berntson Porter & Company, Pllc | Bellevue | WA | 07/2002 | 04/2021 |
| Berntson Porter Wealth Management, Llc | Bellevue | WA | 12/2019 | Present |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | Present |
| Mayer Hoffman Mccann Pc | Bellevue | WA | 05/2021 | Present |
CAMPS - Center For Advanced Manufacturing Puget Sound Not Investment-related 6915 S. 234th Street, Kent, WA 98032 Nature of Business: Washington Non Profit Corporation - Industry Association. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: BOD, Treasurer Start Date: 2019 Hours/Month: 4 Hours during Securities trading hours: 2 DUTIES: Minimal administrative tasks required to maintain entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-10 |
Reach out to this advisor