Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-09-15 |
| NC | RA | APPROVED | 2020-05-20 |
| TX | RA | APPROVED | 2020-04-06 |
| WA | RA | APPROVED | 2020-01-10 |
Branch Locations
2700 Richards Road Suite 204A, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seattle Financial Hub Llc | Bellevue | WA | 12/2023 | Present |
| Transamerica Financial Advisors | Bellevue | WA | 06/2014 | Present |
| Wfgia | Bellevue | WA | 09/2010 | Present |
| Providence Health And Services | Beaverton | OR | 09/2013 | 12/2024 |
| Pacific Medical Center (Part Of The Company Providence Health An | Seattle | WA | 10/2013 | 12/2024 |
| National Association Of Registered Social Security Analysts | Melville | NY | 12/2021 | Present |
| World System Builders (Wsb) | Alviso | CA | 04/2014 | Present |
| Seattle Financial Center | Bellevue | WA | 07/2023 | Present |
| Netlaw Inc | Louisville | KY | 02/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WSB-co-brand utilized by WFGIA Agents (not a WFGIA company) - not an employee or an officer/director, no compensation World System Builders (WSB) | 04/15/2014 | 2099 Gold Street, Suite 100, Alviso CA 95002 | marketing | yes investment related | WFGIA co-brand company NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS / INVESTMENT RELATED: NO / 68 SOUTH SERVICE ROAD SUITE 100, MELVILLE, NY 11747 / RSSA CERTIFICATION: EDUCATE CLIENTS ON SOCIAL SECURITY PAYMENTS, NO COMPENSATION / HOURS PER MONTH: 10 / HOURS DURING SECURITIES TRADING HOURS: 1 / APPROVED WITH RESTRICTIONS SEATTLE FINANCIAL CENTER POSITION: Governer NATURE: Office expenses INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2023 ADDRESS: 2700 Richards Road, Suite 204B, Bellevue WA 98005, United States DESCRIPTION: office expenses NETLAW INC POSITION: Representative NATURE: Online Will and Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 12910 Shelbyville Road, Suite 124, Louisville KY 40243, United States DESCRIPTION: Help clients with online estate planning tools like Wills, Trusts, Power of attorney SEATTLE FINANCIAL HUB LLC POSITION: Governer NATURE: Office related expenses INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2023 ADDRESS: 1851 138th Pl SE, Bellevue WA 98005, United States DESCRIPTION: Office related expenses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-30 |
Reach out to this advisor