Best Investors
Account
Sign in
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-21 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Roseville | CA | 05/2019 | 11/2023 |
| Bangerter Financial | Citrus Heights | CA | 04/2018 | 05/2019 |
| Northwestern Mutual | Sacramento | CA | 01/2017 | 04/2018 |
| California State University Sacramento | Sacramento | CA | 07/2014 | 05/2017 |
| Wetherby Asset Management | San Francisco | CA | 11/2023 | 12/2023 |
| Laird Norton Wetherby Wealth Management, Llc | San Francisco | CA | 01/2024 | 12/2025 |
| Laird Norton Wetherby Wealth Management, Llc | San Francisco | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-20 |
Reach out to this advisor