Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-26 |
| WA | RA | APPROVED | 2025-06-26 |
Branch Locations
11911 Ne 1St St Suite 312, Bellevue, WA 98005 • United States
11911 Ne 1St Street Suite 312, Bellevue, WA 98005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-11-28 |
Branch Locations
11911 Ne 1St Street Suite 312, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 06/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2007 | 06/2025 |
| Raymond James Financial Services, Inc. | Bellevue | WA | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 06/2025 | Present |
(1)Name of Business: Address: 11911 NE 1st St Ste 312, Bellevue, WA, 98005-3057, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/08/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Licensed to sell Life, Disability, Variable Life & Annuity (2)Name of Business: Coe Financial Services LLC Address: 11911 NE 1st St Ste 312, Bellevue, WA, 98005-3057, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/13/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and president of LLC (3)Name of Business: Senior Financial Advisors, Inc. Address: 11911 NE 1st St Ste 312, Bellevue, WA, 98005-3057, United States Activity Type: Independent RIA Position/Title: Officer - Vice President, Advisor Investment Related: Yes Start Date: 10/31/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Outside RIA is dormant. I am the Chief Compliance Officer. I make sure that the company maintains compliance with industry rules, regulations and filing requirements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-28 |
Reach out to this advisor