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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-30 |
| WA | RA | APPROVED | 2019-10-05 |
Branch Locations
114 W Magnolia St Ste 431, Bellingham, WA 98225-4354 • United States
2630 77Th Ave Se Ste 110, Mercer Island, WA 98040 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Bellevue | WA | 09/2015 | 09/2019 |
| The Prudential Insurance Company Of America | Bellevue | WA | 09/2015 | 09/2019 |
| Connexion Insurance Solutions | Mountlake Terrace | WA | 02/2015 | Present |
| Ameriprise Financial Services, Inc | Mercer Island | WA | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Mercer Island | WA | 03/2020 | Present |
Independent Insurance Brokering; Connexion Insurance Solutions; 01/13/2015; Health / Asuris; 06/17/2024; Health / Aetna; 06/17/2024; Health / Bridgespan; 06/17/2024; Health / AM Better; 06/17/2024; Health / Kaiser Permanente; 06/17/2024; Health / Molina Healthcare; 06/17/2024; Health / Health Alliance; 06/17/2024; Health / Pacific Source Health; 06/17/2024; Health / Providence; 06/17/2024; Health / Regence; 06/17/2024; Health / UnitedHealthCare; 06/17/2024; Health. Business Ownership; WC GSY LLC; communicate with clients about health insurance rates and renewals. This is a shift from my OBA with Connexion, and putting this under an LLC versus having a 1099; Health insurance brokering; 820 Blanchard St. #1107, , Seattle, WA, 98121; Not Investment-Related; 04/05/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-01 |
Reach out to this advisor