Best Investors
Account
Sign in
Best Investors
Account
Sign in
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| WA | RA | APPROVED | 2022-11-15 |
Branch Locations
10900 Ne 4Th St Suite 2406, Bellevue, WA 98004 • United States
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Nooksack, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Kirkland | WA | 04/2011 | 12/2024 |
| Myicon (Formerly: Icon Consulting) | Kirkland | WA | 07/2012 | 10/2022 |
| Private Advisor Group, Llc | Kirkland | WA | 12/2013 | 12/2022 |
| Winthrop Advisory Group Llc | Bellingham | WA | 11/2022 | Present |
| Keel Financial Partners | Bellevue | WA | 08/2022 | Present |
08/2022 - Reamer Financial - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 08/01/2022 - 80 Hours Per Month/0 Hours During Securities Trading. 08/2022 - Keel Financial Partners, LLC - Investment Related - Business Entity For Tax/Investment Purposes/DBA for Advisory Business - At Reported Bus Loc(s) - 20 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
Reach out to this advisor