Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
201 W North River Dr Ste 500, Spokane, WA 99201 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Spokane | WA | 12/2016 | 07/2021 |
| Waddell & Reed, Inc. | Spokane | WA | 12/2016 | 07/2021 |
| Shadle High School | Spokane | WA | 06/2018 | Present |
| Ameriprise Financial Services Inc | Spokane | WA | 09/2008 | 12/2016 |
| Young Life College | Spokane | WA | 03/2018 | Present |
| Lpl Financial Llc | Spokane | WA | 07/2021 | Present |
1. 7/19/2021 - Riverview Wealth Strategies LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2.11.2019. 2. 9/15/2021 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 9/15/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-12 |
Reach out to this advisor