Best Investors
Account
Sign in
Best Investors
Account
Sign in
917 S Monroe St, Spokane, WA 99204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spokane | WA | 03/1996 | 11/2024 |
| Lpl Financial Llc | Spokane | WA | 05/1996 | 11/2024 |
| 917 Advisory Services Llc | Spokane | WA | 07/2024 | 01/2026 |
| 917 Advisory Services Llc | Spokane | WA | 01/2026 | Present |
1. Licensed insurance agent; Not investment-related; 917 S Monroe St, Spokane, WA 99204; Insurance sales; Implementation of insurance recommendations; Start05/16/2007 Approx. 5% of time during the month 2. John Schram; Investment related ; 917 S Monroe St, Spokane, WA 99204; Tax Prep/Accounting/CPA; Startdate:11/06/2019; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
Reach out to this advisor