Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
4524 Pt. Fosdick Drive Nw, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks Coffee Company | Ellensburg | WA | 03/2020 | 05/2022 |
| Central Washington University Accounting Office | Ellensubrg | WA | 03/2022 | 06/2022 |
| Tumble Creek Golf Club | Cle Elum | WA | 06/2022 | 09/2022 |
| Pierce College And Central Washington University | Ellensburg | WA | 06/2019 | 01/2024 |
| Unemployed | Puyallup | WA | 12/2012 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2023 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Tacoma | WA | 11/2023 | 01/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 05/2025 |
| Lpl Financial Llc | Gig Harbor | WA | 05/2025 | Present |
| Sound Credit Union | Gig Harbor | WA | 05/2025 | Present |
1- 05/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sound Investment & Retirement Solutions / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-07 |
Reach out to this advisor