Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-22 |
Branch Locations
601 Union Street, Suite 4650, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller Williams Realty | Bellevue | WA | 08/2014 | 07/2018 |
| Pacific Crest Real Estate | Seattle | WA | 09/2017 | 08/2019 |
| Anchor Agency | Seattle | WA | 06/2019 | 12/2024 |
| Concreit | Seattle | WA | 09/2022 | 05/2025 |
| Alliancebernstein | Seattle | WA | 06/2025 | Present |
Count: 2 1) BusinessName: Anchor Agency INVESTMENT RELATED: No ADDRESS: 205 Logan Ave S Renton, WA 98058 NATURE OF BUSINESS: I do not have any active roles with the company. I do not perform any activities with the company. I hold an active real estate license though I do not utilize the license to perform any real estate activities. I spend 0 hours a month on providing any services to the company. I helped create the company as a co-founder and worked the role of Director of Business Development. As of September 2022 I ended my full time position as the Dir. of BD. and remained a licensed real estate agent and property manager with the firm working as an independent contractor until I completely stopped taking any new business as of March 2025. I have a profit interest in the company of 19%. POSITION: Real Estate License / Profit Interest RELATIONSHIP: 2022-09-01 APPROXIMATE NUMBER HOURS: 0 hours/month, 0 hours during trading hours YOUR DUTIES: I do not perform any real estate related activities. I hold an active real estate license but do not service any clients or solicit my services as a licensed real estate professional. 2) BusinessName: Vantage Point Agency LLC INVESTMENT RELATED: No ADDRESS: 3813 ne 23rd pl renton, wa 98056 NATURE OF BUSINESS: I own real estate rental properties and vacation homes that are rented out part time. A 3rd party property management company services my properties. POSITION: owner RELATIONSHIP: 2022-04-01 APPROXIMATE NUMBER HOURS: 0.08 hours/month, 0 hours during trading hours YOUR DUTIES: Annually (<1 hour per year) I pay taxes. My attorney assists me with reporting revenue/updating state LLC filings therefore I do not perform any administrative tasks. I have a property manager so I do not perform any property management duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
Reach out to this advisor