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 | 2026-01-13 |
Branch Locations
1201 Pacific Ave Ste 1250, Tacoma, WA 98402 • United States
Tacoma, WA • United States
Tacoma, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Strategies | Tacoma | WA | 04/2010 | 11/2016 |
| Schnitzer Steel | Tacoma | WA | 11/2016 | 01/2017 |
| Tax Center And Accounting | Puyallup | WA | 01/2017 | 04/2017 |
| Investors Portfolio Services | Puyallup | WA | 04/2017 | 06/2017 |
| Multicare Health Systems | Tacoma | WA | 06/2017 | 02/2019 |
| Investco | Sumner | WA | 02/2019 | 04/2020 |
| Chi Franciscan | Tacoma | WA | 04/2020 | 10/2021 |
| Kimball Creek Partners | Tacoma | WA | 10/2021 | 03/2023 |
| Tacoma Pierce County Health Dept | Tacoma | WA | 03/2023 | 09/2023 |
| Franklin Pierce School District | Tacoma | WA | 10/2023 | 02/2024 |
| Tahoma Advisory Group | Puyallup | WA | 02/2024 | 12/2025 |
| Ameriprise Financial Services, Llc | Tacoma | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
Reach out to this advisor