Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-20 |
| WA | RA | APPROVED | 2020-03-25 |
Branch Locations
7853 Se 27Th St Ste 285, Mercer Island, WA 98040 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Mercer Island | WA | 09/2019 | Present |
| Mml Investors Services, Llc | Mercer Island | WA | 11/2019 | Present |
| Seattle Jobs Initiative | Seattle | WA | 12/2015 | 11/2016 |
| The Smith Richards Group/Massmutual | Mercer Island | WA | 11/2016 | Present |
NAME: SRG1998, LLC INV REL: N ADD: 7853 SE 27TH STREET # 285, MERCER ISLAND, WA 98040 NATURE: THIS IS A PASSTHROUGH LLC I AM USING FOR MY MMLIS ADVISORY BUSINESS ONLY POSITION: STAFF MEMEBER START DATE: 05/25//2023 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: THIS IS A PASSTHROUGH LLC I AM USING FOR MY MMLIS ADVISORY BUSINESS ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-04 |
Reach out to this advisor