Best Investors
Account
Sign in
Best Investors
Account
Sign in
3500 188Th St Sw Suite 102, Lynnwood, WA 98037-4757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-11 |
Branch Locations
3500 188Th St Sw Suite 102, Lynnwood, WA 98037-4757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saturna Brokerage Services | Bellingham | WA | 08/2014 | 08/2019 |
| Saturna Capital Corporation | Bellingham | WA | 04/2016 | 01/2019 |
| Saturna Capital Corporation | Bellingham | WA | 01/2019 | 08/2019 |
| Integrity Financial Corporation | Bellevue | WA | 08/2019 | 04/2021 |
| Independent Financial Group | Lynnwood | WA | 04/2021 | Present |
| Comprehensive Wealth Managment, Llc | Lynnwood | WA | 04/2021 | Present |
(1) COMPREHENSIVE WEALTH MANAGEMENT, LLC POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 20 START DATE: 04/15/2021 ADDRESS: 3500-188th Street Sw, Suite 102, Lynnwood WA 98037, United States DESCRIPTION: Registered admin at DBA used for marketing purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-28 |
Reach out to this advisor