Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-25 |
| WA | RA | APPROVED | 2018-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Associates | Seattle | WA | 05/2016 | 05/2017 |
| Leeward Financial Partners, Llc | Bellevue | WA | 06/2017 | Present |
I am a member and chair on the finance committee for SE Boise Boat and RV Storage, LLC. The business is not investment-related. The business is located at 7031 S Federal Way, Boise ID 93716. The business operates storage for boats and RVs. My involvement with the business started in August 2016. I typically spend one hour a quarter on calls. I do not devote any time to this business during trading hours. I review operational budgets annually and special capital projects from time to time. I also vote ownership shares for budgets and property management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
Reach out to this advisor