Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-22 |
Branch Locations
3318 Bridgeport Way W Suite B, University Place, WA 98466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boeing Company | Renton | WA | 06/2009 | Present |
| Osaic Wealth Inc | University Place | WA | 05/2024 | Present |
1. Spouse and i are partners in an LLC (ULCP LLC) for which we have long term residential investment property. Mailing address is PO BOX 223, Puyallup, WA, 98371. Wife primarily works the day to day activities, I may spend 2 hours a month on it, typically not during trading hours. 2. ULCP LLC POSITION: Manager NATURE: Partnership LLC between myself and wife, holding residential rental real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2022 ADDRESS: PO BOX 223, Puyallup WA 98371, United States DESCRIPTION: Partnership LLC between myself and my wife. The LLC is a holding company for personal residential rental real estate. Activities are standard residential leasing: Organization cleaning, repairs, listing available units. Wife is primary with regards to day to day management.Promotion of this LLC is only when listing available rentals for leasing on rental websites. No other marketing done. Income is all passive pass through to our personal return.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-15 |
Reach out to this advisor