Best Investors
Account
Sign in
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-09 |
Branch Locations
701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windawi & Associates, Inc. | Tustin | CA | 06/2021 | 03/2024 |
| United States Liability Insurance Company, Inc. | Mission Viejo | CA | 12/2019 | 01/2020 |
| Schrimmer-Cavanagh Insurance Agency, Inc. | Brea | CA | 06/2019 | 12/2019 |
| Applied Financial Planning, Inc. | Irvine | CA | 06/2017 | 06/2019 |
| 24 Hour Fitness, Inc. | San Juan Capistrano | CA | 12/2016 | 01/2018 |
| Lpl Financial, Llc | Tustin | CA | 06/2021 | 01/2022 |
| Forever 21 | Mission Viejo | CA | 05/2015 | 11/2016 |
| Macys Inc | Mission Viejo | CA | 11/2016 | 01/2017 |
| Re Chaix And Associates Insurance Brokers Inc | Irvine | CA | 01/2020 | 06/2021 |
| Jimmy Cusimano | Irvine | CA | 02/2024 | 05/2024 |
| Jimmy Cusimano | Irvine | CA | 05/2024 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 05/2024 | 10/2024 |
| Freestone Capital Management, Llc | Seattle | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-17 |
Reach out to this advisor