Best Investors
Account
Sign in
Best Investors
Account
Sign in
3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-07 |
| WA | RA | APPROVED | 2019-02-21 |
Branch Locations
3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tacoma | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tacoma | WA | 06/2016 | 06/2017 |
| Sowell Management Services | North Little Rock | AR | 09/2017 | Present |
| Veritas Independent Partners | Conway | AR | 02/2018 | Present |
| Lighthouse Wealth Strategies | Gig Harbor | WA | 06/2017 | Present |
1) RESIDENTIAL RENTAL; 23110 NE HWY 3 BELFAIR, WA. JUNE 2007 INVESTMENT RELATED. OWNED BY 100% RON & TRINETTE BARTON. RESPONSIBILITIES: COLLECT RENT, MAINTENANCE, PAY TAXES. <1 HOUR NON TRADING TIME 2) RESIDENTIAL RENTAL; 1046 GRANT ST DUPLEX MOSES LAKE, WA. APRIL 2001 INVESTMENT RELATED. OWNED 100% BY RON & TRINETTE BARTON. RESPONSIBILITIES: COLLECT RENT, MAINTENANCE, PAY TAXES. <1 HOUR NON TRADING TIME Sowell Management Services dba Lighthouse Wealth Strategies, IAR, investment related Mr. Barton is a broker with Veritas Independent Partners. Mr. Barton provides advise on annuities and spends approximately 4 hours a week on this investment related endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-05 |
Reach out to this advisor