Best Investors
Account
Sign in
Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-03 |
Branch Locations
500 108Th Ave Ne Ste 1700, Bellevue, WA 98004 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent, Inc | Horsham | PA | 04/2006 | 06/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 04/2006 | Present |
| Seattle Pacific University | Seattle | WA | 09/2004 | Present |
| Evogear.COm | Seattle | WA | 06/2005 | Present |
| Alterra Advisors | Bellevue | WA | 06/2018 | Present |
| Alterra Advisors | Bellevue | WA | 06/2018 | Present |
| Lion Street Financial | Bellevue | WA | 06/2018 | 11/2025 |
| Lion Street Advisors | Bellevue | WA | 06/2018 | 11/2025 |
| Integrity Alliance, Llc. | Bellevue | WA | 11/2025 | Present |
| Integrity Alliance, Llc. | Bellevue | WA | 11/2025 | Present |
1)ALTERRA ADVISORS POSITION: Owner NATURE: Life, Disability, Health Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/18/2018 ADDRESS: 500 108th Ave NE, Suite 1700, Bellevue WA 98144, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
Reach out to this advisor