Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-03-07 |
| TX | RA | APPROVED_RES | 2022-03-04 |
Branch Locations
501North Riverpoint Blvd Suite 245, Spokane, WA 99202 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 08/1992 | 03/2022 |
| Bank Of America, Na | Spokane | WA | 09/2009 | 03/2022 |
| Raymond James & Associates, Inc. | Spokane | WA | 03/2022 | Present |
(1)Name of Business: Address: 1614 W Panorama Ave, Spokane, WA, 99208, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/15/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a rental house that pays market rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-05 |
Reach out to this advisor