Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-30 |
Branch Locations
19020 33Rd Ave West Suite 100, Lynnwood, WA 98036-4746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | WA | 11/2021 | 09/2022 |
| Coldstream Wealth Management | Seattle | WA | 10/2022 | 05/2024 |
| First Financial Northwest | Renton | WA | 07/2016 | 03/2020 |
| Edelman Financial Engines | Federal Way | WA | 03/2020 | 10/2021 |
| Brighton Jones | Seattle | WA | 08/2024 | 03/2025 |
| Charles Schwab & Co., Inc. | Lynnwood | WA | 06/2025 | Present |
| Unemployed | Kirkland | WA | 04/2025 | 05/2025 |
| Charles Schwab Bank, Ssb | Lynnwood | WA | 06/2025 | Present |
1) Lavishly Me Boutique | Investment Related:No||Retail|Owner|2018-08-16|Less than 20|0|Owner of web-based women's clothing via store in which I maintain a website and process orders via drop shipping.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
Reach out to this advisor