Best Investors
Account
Sign in
1801 F Street, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Capital Management | Bellingham | WA | 07/2018 | 02/2023 |
| Callen Chiropractic | Bellingham | WA | 04/2018 | 06/2018 |
| Asphalt Industries | Bellingham | WA | 08/2016 | 04/2018 |
| Whatcom Occupational Health | Bellingham | WA | 03/2014 | 08/2016 |
| Lpl Financial | Bellingham | WA | 08/2018 | 09/2022 |
| Securities America, Inc. | Bellingham | WA | 09/2022 | 02/2023 |
| Moloney Securities Co., Inc. | Manchester | MO | 03/2023 | 03/2024 |
| Salish Wealth Management | Bellingham | WA | 03/2023 | 03/2024 |
| West Invest | Bellingham | WA | 04/2024 | 09/2024 |
| Lpl Financial | Bellingham | WA | 03/2024 | Present |
| West Invest | Bellingham | WA | 09/2024 | Present |
1- 04/2024 / Notary / Investment Related / 1 hr mnth 2- 04/2024 / West Invest / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hr mnth / 8 hr during trading 3- 05/02/2024 - Northwest Wealth Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Northwest Wealth Advisors, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 05/09/2024 - Northwest Wealth Advisors - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 8 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
Reach out to this advisor