Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2013-04-17 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
Monroe, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washinton | Bothell | WA | 01/2009 | Present |
| Ameriprise Financial Services, Inc. | Renton | WA | 10/2008 | 03/2020 |
| Cascadia Community College | Bothell | WA | 09/2007 | Present |
| Washington State University | Pullman | WA | 08/2006 | Present |
| School | Bothell | WA | 01/2000 | Present |
| Ameriprise Financial Services, Llc | Renton | WA | 03/2020 | Present |
Business Ownership; TPE Holdings, LLC; Member; Manage Ameriprise Business; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-21 |
Reach out to this advisor