Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| WA | RA | APPROVED | 2020-02-18 |
Branch Locations
21804 Marine View Drive S Suite C, Des Moines, WA 98198 • United States
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-02-19 |
Branch Locations
21804 Marine View Drive South Suite C, Des Moines, WA 98198 • 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 |
|---|---|---|---|---|
| Lincoln Investment Planning | Renton | WA | 01/2011 | Present |
| Shelgren Financial Group | Renton | WA | 01/2011 | Present |
ABIDING WORD CHURCH PACIFIC NORTHWEST POSITION: Board of Directors NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: P.O. 18122, Seattle WA 98118, United States DESCRIPTION: Initial Board of Directors of a start up church with membership less than 10 persons. No duties held with relationship to receiving money. Duties pertain to procedures of church direction. RELIANT FINANCIAL GROUP POSITION: Insurance agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2021 ADDRESS: 21804 Marine View Drive, Ste. C, Des Moines WA 98198, United States DESCRIPTION: Offering insurance based products: life, disability and long term care insurance. GENESIS NTB, LLC POSITION: Founder. President NATURE: Manufacture and distribution of a non-financial related consumer retail product. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/06/2022 ADDRESS: 30 N. Gould Street, Suite R, Sheidan WY 82801, United States DESCRIPTION: Development, administration and marketing of a non-financial retail product.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-23 |
Reach out to this advisor