Best Investors
Account
Sign in
Best Investors
Account
Sign in
Spokane, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-07-18 |
| WA | RA | APPROVED | 2022-07-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbc Pardners, Pllc | Spokane | WA | 09/2015 | 07/2018 |
| Icm Asset Management, Inc. | Spokane | WA | 05/2015 | 12/2016 |
| Wealthmark, Llc | Mead | WA | 08/2018 | 12/2020 |
| Self Employed Business Consulting | Spokane | WA | 01/2012 | 10/2018 |
| Focus Point Capital Llc | Mead | WA | 01/2021 | Present |
| Long Bridge Capital Management | Liberty Lake | WA | 07/2022 | Present |
Steve serves on the loan committee for Ignite Northwest, a Spokane, Washington-based incubator. Mr. Neff also volunteers as a co-manager for Springboard, a regional organization that assists early-stage companies. Mr. Neff has held several NASSA security licenses including Series 63 and Series 65 and earned a Certified Investment Management Analyst (CIMA) designation. He graduated from the University of Nebraska at Kearney with a BA in Business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-09 |
Reach out to this advisor