Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
1530 Westlake Ave N, Ste 700, Seattle, WA 98109 • United States
1530 Westlake Ave N, Ste 700, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St John Family Llc | Seattle | WA | 02/2011 | Present |
| Panorama Advisors | Shoreline | WA | 08/2011 | Present |
| Waddell & Reed, Inc | Seattle | WA | 12/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Seattle | WA | 12/2013 | 07/2021 |
| Wash. State Society Of American Forests Foundation | Portland | OR | 05/2014 | Present |
| Jay Cerf | Seattle | WA | 01/2018 | 05/2019 |
| Panorama Advisors Llc | Seattle | WA | 04/2019 | Present |
| Lpl Financial, Llc | Seattle | WA | 07/2021 | Present |
1. 8/11/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started 07/26/2021 - 8 Hours Per Month/3 Hours During Securities Trading. 2. 9/23/2021 - Panorama Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2021 - 160 Hours Per Month/80 Hours During Securities Trading. 3. 11/17/2021 - ST JOHN FAMILY LLC - Not Investment Related - Home Based - Other - OWNER - Started 02/2011 - 1 Hour Per Month. 4. 11/17/2021 - PANORAMA ADVISORS LLC - Not Investment Related - Home Based - Other - OWNER - Started 04/2019 - 1 Hour Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-04 |
Reach out to this advisor