Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2011-01-03 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
827 West First Ave Suite 322, Spokane, WA 99201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madrona Financial Group | Seattle | WA | 07/2014 | 10/2019 |
| Voya Financial Advisors | Seattle | WA | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1201 Pacific Ave Suite 600; Tacoma; WA; 98402; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 7/7/2016; 10; 0; sales of fixed insurance products| NAME OF ENTITY:LEGACY HILLS HOME OWNERS ASSOC; No; 1507 E LEGACY LANE; SPOKANE; WA; 99208; WE MANAGE THE COMMON PLACES OF THE NEIGHBORHOOD; TREASURER; 1/1/2006; 1; 0; COLLECT DUES FOR NEIGHBORHOOD AND PAY BILLS ASSOCIATED WITH THE NEIGHBORHOOD| NAME OF ENTITY:West Priest Lake Cabin Owners Association; No; 469 Lake Shore Drive; Priest Lake; ID; 83856; To protect and preserve the rights of the federal recreation residence permit holders of Priest Lake ID; Treasurer; 9/1/2021; 1; 0; Collect Cabin owners fees| NAME OF ENTITY:POA; No; 1507 E Legacy Lane; Spokane; WA; 99208; Power of Attorney; POA; 11/30/2022; 0; 0; Take care of personal and financial dealings if my husband is unable to make those decisions on his own|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
Reach out to this advisor