Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| WA | RA | APPROVED | 2025-02-20 |
Branch Locations
9725 3Rd Avenue Ne Suite 610, Seattle, WA 98115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Time Value Investments | Seattle | WA | 05/2011 | Present |
| Concourse Financial Group Securities Inc | Seattle | WA | 07/2011 | 02/2025 |
| Concourse Financial Group Securities Inc | Seattle | WA | 07/2015 | 02/2025 |
| Cetera Wealth Services, Llc | Seattle | WA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) TIME VALUE INVESTMENTS; Investment Related; 9725 3rd Avenue NE, Suite 160, Seattle, WA 98115; Bond Sales; VP; 160 hours per month; Start Date 05/2011; Provide institutional clients with fixed income securities through a brokerage relationship. >> WFOA; Investment Related; 2601 4th Avenue, Suite 800, Seattle, WA 98121; Education Committee; Committee Member; 1 hour per month with that 1 hour per month occurring during trading hours; Start Date 09/2018; Serve on the education committee with about 60 other people who help put together a conference with investment sessions. >> PETER BECKER; Non-Investment Related; 8519 23rd Avenue NE, Seattle, WA 98115; Landlord; Rental Income; Start Date 03/2014; 10 hours per month with no hours per month occurring during trading hours; Collect rent, handle move in/out, evictions, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-29 |
Reach out to this advisor