Best Investors
Account
Sign in
Best Investors
Account
Sign in
4103 Bridgeport Way West Suite C, University Place, WA 98466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-08-02 |
Branch Locations
4103 Bridgeport Way West Suite C, University Place, WA 98466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Financial Inc. | University Place | WA | 01/2009 | Present |
| North Financial Inc | University Place | WA | 08/2016 | Present |
1:) BUSINESS NAME: NORTH FINANCIAL, INC. (FORMERLY SD TAXES CORPORATION DBA PETERSON & PETERSON) NON INVESTMENT RELATED, ACCOUNTING AND TAX PREPARATION POSITION: OWNER (BEGINING 02/2004) TITLE: PRESIDENT NATURE: ACCOUNTING & TAX PREPARATION HOURS: 100/MTH HOURS DURING TRADING: 50/MTH DUTIES: ALL RESPONSIBILITIES RELATED TO OWNERSHIP 2.) DBA NORTH FINANCIAL, INC. USED FOR FINANCIAL ADVOCATES INVESTMENT MANAGEMENT ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
Reach out to this advisor