Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mb Gen Wealth CRD 327967
$404M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 S. Post Street Suite 2250, Spokane, WA 99201-6021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-09-07 |
| WA | RA | APPROVED | 2023-09-07 |
Branch Locations
111 S. Post Street Suite 2250, Spokane, WA 99201-6021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 04/2016 | 10/2023 |
| Mb Gen Wealth | Spokane | WA | 10/2023 | Present |
| Nelson Securites, Inc. | Spokane | WA | 02/2006 | 02/2021 |
Echelon Capital, LLC; investment-related; Seattle, WA; a private fund investment adviser; General Partner; makes no investment decisions and does not raise capital for the fund; 10/16/2006; 1 hour per month, none during securities trading hours; Facilitate affiliated clients needs by directing them to Receiver. MB Gen Wealth and Echelon Capital, LLC are not affiliated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
Reach out to this advisor