Best Investors
Account
Sign in
1441 West Bay Drive Suite 201, Olympia, WA 98502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-26 |
Branch Locations
1441 West Bay Drive Suite 201, Olympia, WA 98502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home | Various | WA | 02/2007 | 11/2020 |
| Kansas State University | Online | KS | 01/2015 | 08/2018 |
| Kiley Juergens Wealth Management | Olympia | WA | 10/2016 | 05/2017 |
| Family Education And Support Services | Olympia | WA | 10/2018 | 01/2020 |
| Ragnar Wealth Management, Llc | Tumwater | WA | 06/2019 | 08/2020 |
| Navigate Financial Inc. | Lacey | WA | 11/2020 | 05/2022 |
| Navigate Financial Inc. | Lacey | WA | 05/2021 | 05/2022 |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | Present |
| Soundview Advisors | Olympia | WA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
Reach out to this advisor