Best Investors
Account
Sign in
Best Investors
Account
Sign in
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-30 |
Branch Locations
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Academy Of Preferred Financial Advisors | Roseville | CA | 02/2012 | 01/2022 |
| Rba Wealth Management | Newport Beach | CA | 01/2022 | 11/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | 12/2024 |
| Rba Wealth Management | Newport Beach | CA | 11/2023 | 12/2024 |
| Lpl Financial Llc | Bellevue | WA | 12/2024 | 06/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
| Asset One Wealth Management | Bellevue | WA | 06/2025 | Present |
1. Asset One Wealth Management. Investment-related. At registered location. RIA. Managing Partner. 06/2025. 160 hrs/month. 160 hrs during trading hrs. Business operations, portfolio management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
Reach out to this advisor