Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-20 |
Branch Locations
1301 Walla Walla Avenue Suite A, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshire Hathaway Homeservices Jessup Real Estate | East Wenatchee | WA | 07/2022 | 03/2023 |
| Central Washington University | Ellensburg | WA | 09/2021 | 06/2022 |
| Olive Garden | East Wenatchee | WA | 07/2021 | 01/2022 |
| Diamond P Ranch | West Yellowstone | MT | 06/2021 | 09/2021 |
| Tj Web Services | East Wenatchee | WA | 01/2021 | Present |
| Wenatchee Valley College | Wenatchee | WA | 01/2021 | 06/2022 |
| Tommy's Guitar Lessons And Repair | East Wenatchee | WA | 09/2020 | Present |
| Eastmont High School | East Wenatchee | WA | 09/2019 | 06/2022 |
| Eastmont Junior High School | East Wenatchee | WA | 07/2017 | 09/2019 |
| Clovis Point Intermediate School | East Wenatchee | WA | 06/2014 | 07/2017 |
| Nylife Securities Llc | Yakima | WA | 05/2023 | Present |
| New York Life Insurance Co. | Yakima | WA | 04/2023 | Present |
| Draggoo Financial Group, Llc | Wenatchee | WA | 01/2024 | Present |
| Crystal Clear Financial Group, Llc | Wenatchee | WA | 06/2024 | Present |
| Eagle Strategies Llc | Wenatchee | WA | 08/2024 | Present |
[TJ Web Services; 448 North Kansas Avenue, East Wenatchee, WA 98802; start 07/2022; Fees; 2 hours per month, 0 hours during securities trading hours; provide this service for past 2 clients; non-investment related] [Tommy's Guitar Lessons and Repair; Teach Guitar lessons ; 448 North Kansas Ave, East Wenatchee, WA 98802; start 01/2021; fees; 24 hours per month, 0 hours during securities trading hours; non-investment related] [OPERATING UNDER THE DBA NAME OF Draggoo Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WENATCHEE WA; START DATE: 01/2024] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WENATCHEE WA; START DATE: 06/2024][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1301 Walla Walla Ave, Suite A, Wenatchee, WA 98801; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Washington West HOA; Vice President. Vice president of my HOA. Will not have any access to any accounts/funding/check writing privileges as these are reserved for treasurers.; 1313 Washington St, Apt 12A Wenatchee WA 98801; Start Date 03/2026; Role/Title: Board Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
Reach out to this advisor