Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-04 |
| WA | RA | APPROVED | 2023-08-24 |
Branch Locations
1014 Fifth Street Suite 201, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2022 | 08/2023 |
| Riverview School District | Duvall | WA | 07/2012 | 06/2020 |
| Warden School District | Warden | WA | 07/2020 | 11/2020 |
| Moses Lake School District | Moses Lake | WA | 02/2021 | 06/2021 |
| Lind Ritzville Cooperative Schools | Lind | WA | 07/2021 | 06/2022 |
| Valic Financial Advisors, Inc. | Wenatchee | WA | 08/2023 | Present |
| Agia | Houston | TX | 08/2023 | Present |
AGIA POSITION: Agent NATURE: Non Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell Non Securities products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-13 |
Reach out to this advisor