Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-09 |
Branch Locations
920 Fifth Avenue Suite 1600, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Bellevue | WA | 10/2023 | 05/2024 |
| 247 Educational Services | Spokane | WA | 01/2020 | Present |
| 247 Educational Scholarship Association | Spokane | WA | 01/2022 | Present |
| University Of Puget Sound | Tacoma | WA | 08/2019 | 06/2020 |
| Washington State University | Pullman | WA | 06/2020 | 05/2023 |
| Saint Georges School | Spokane | WA | 06/2011 | 08/2019 |
| Goodale And Barbieri Company | Spokane | WA | 06/2021 | 07/2024 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 07/2024 | 08/2024 |
| Massmutual Life Insurance Co | Seattle | WA | 08/2024 | Present |
| Mml Investors Services, Llc | Seattle | WA | 09/2024 | Present |
| Whitman Llc | Spokane | WA | 04/2024 | Present |
1) NAME: WHITMAN, LLC INV REL: Y ADD: SPOKANE, WA 99203 NATURE: INVESTMENT PROPERTY POSITION: MANAGING PARTNER START DATE: 04/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: POOL FUNDS AS NEEDED FOR INVESTING INTO THE FAMILY DEVELOPMENTS IN AIRWAY HEIGHTS. 2) NAME: 247 EDUCATIONAL SCHOLARSHIP ASSOCIATION INV REL: N ADD: 2910 E 57TH SUITE #205, SPOKANE, WA 99223 NATURE: PROVIDE TEACHERS WITH EDUCATIONAL RESOURCES POSITION: DIRECTOR START DATE: 01/01/2022 NO. HR/MO:1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: THIS ORGANIZATION HAS NO ACTIVITY YET. I WILL KEEP THIS FORUM UPDATED IF AND WHEN ANY ACTIVITY HAPPENS. 3) NAME: 247 EDUCATIONAL SERVICES INV REL: N ADD: 2910 E 57TH SUITE #164, SPOKANE, WA 99223 NATURE: PROFESSIONAL DEVLOPMENT FOR TEACHERS IN WASHINGTON STATE POSITION: CONTRACT MANAGER START DATE: 01/01/2020 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: CONDUCT SALES OF CLOCK HOURS TO TEACHERS, PROCESS THE SIGNED CONTRACTS, AND FACILITATE THE RELATIONSHIPS WITH PARTNER ORGANIZATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-08 |
Reach out to this advisor