Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-10 |
Branch Locations
11004 Ne 11Th Street Suite 110, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snohomish Co-Op, Inc. | Snohomish | WA | 06/2017 | 03/2020 |
| Leverage Planners | Bellevue | WA | 03/2020 | 07/2022 |
| Northwestern Mutual | Seattle | WA | 11/2022 | 06/2023 |
| Unemployed | Snohomish | WA | 01/2014 | 05/2017 |
| Rivera Accountancy Llc | Snohomish | WA | 03/2019 | 05/2019 |
| Self Employed | Snohomish | WA | 07/2022 | 10/2022 |
| Seattle Netwk Ofc Llc | Seattle | WA | 06/2023 | 02/2025 |
| Northwestern Mutual Investment Services | Seattle | WA | 01/2024 | 02/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Financial Advisory Partners | Bellevue | WA | 09/2025 | Present |
| Unemployed | Kirkland | WA | 02/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-19 |
Reach out to this advisor