Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-03 |
Branch Locations
612 Woodland Square Loop Se Ste 320, Lacey, WA 98503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lacey | WA | 06/2023 | Present |
| Mayan Family Mexican Restaurant | Lacey | WA | 06/2020 | 05/2023 |
| Lakewood Racquet & Sport Club | Lakewood | WA | 10/2021 | 05/2022 |
| Pacific Lutheran University | Tacoma | WA | 09/2019 | 05/2023 |
| Pacific Lutheran University | Tacoma | WA | 01/2021 | 05/2023 |
| Mcswain Financial Services Dba Best Choice Health Plan Finder | Lacey | WA | 06/2023 | Present |
| Wf West High School | Chehalis | WA | 09/2015 | 06/2019 |
1) 06/26/2023 - Cameron Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2) 06/26/2023 - McSwain Financial Services - Non-Variable Insurance - offer health, dental & disability insurance through McSwain - WA 98503 - Investment related - 30 Hours per month - Start date: 06/26/2023. 3) 06/20/2024 - Cameron Wealth Management - Registered Investment Advisor DBA - Admn - Investment Related - At Reported Business Location(s) - Start Date 06/26/2023 - 120 Hours Per Month/ 7 Hours During Trading 4) 06/20/2024 - Financial Advocates Investments Management - Registered Investment Advisor Hybrid - Admn - Investment Related - At Reported Business Location(s) - Start Date 06/26/2023 - 120 Hours Per Month/ 7 Hours During Trading - I provide administrative support to Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 03/17/2025 - Chehalis School District - Other - High School Tennis Assistant Coach - Not Investment related - Chehalis, WA - Start Date: 03/10/2025 - 40 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
Reach out to this advisor