Best Investors
Account
Sign in
Best Investors
Account
Sign in
11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| FL | RA | APPROVED | 2025-12-15 |
| OR | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED_RES | 2019-09-10 |
| ID | RA | APPROVED | 2019-08-01 |
| WA | RA | APPROVED | 2016-08-25 |
Branch Locations
11411 Ne 124Th St Suite 255, Kirkland, WA 98034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Benefits, Inc. Dba Sound Planning Group | Kirkland | WA | 08/2015 | Present |
| Spg Advisors Llc | Kirkland | WA | 08/2016 | Present |
Strategic Benefits Inc. DBA Sound Planning Group This is firm specializes in Insurance. 11411 NE 124th St, Suite 255, Kirkland, WA 98034 8/2015- Hired Loren will devote 50% of his time to Insurance. Loren's Duties include- Client Management, Office Support, Para Planning, Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
Reach out to this advisor