Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Westlake Ave North Suite 508, Seattle, WA 98109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-19 |
| OR | RA | APPROVED | 2021-11-30 |
| CO | RA | APPROVED | 2021-07-28 |
| CA | RA | APPROVED | 2021-03-22 |
| WA | RA | APPROVED | 2013-09-10 |
Branch Locations
1200 Westlake Ave North Suite 508, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 603 Financial, Inc. Dba Goddard Financial Planning | Seattle | WA | 07/2017 | 02/2021 |
| Blue Canoe Financial Planning, Inc. | Seattle | WA | 01/2016 | 07/2017 |
| 603 Financial, Inc. Dba Arrivity Financial Planning | Seattle | WA | 02/2021 | Present |
1) The outside business activity is a piece of real property owned by Nancy Dienes DBA Meadowhouse (13205 42nd Ave NE, Seattle, WA 98125). Because it is real estate, it is investment related. It is another business because it is rented to unrelated third parties. The property was purchased in 1989 and turned into a rental on March 1, 2020. I spend an average of less than 1 hour per month communicating with the property manager and paying associated bills for the property. Zero hours are spent during hours of trading. 2) Nancy Dienes is currently acting as a personal representative for her mother Marilyn Dienes. Nancy Dienes is also the currently-serving sole trustee of the John and Marilyn Dienes Trust. The trust holds investments. This activity takes less than 20 hours per month (less than 4 hours during trading hours).
Reach out to this advisor