Best Investors
Account
Sign in
1801 F Street, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2023-09-06 |
| WA | RA | APPROVED | 2023-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellingham | WA | 10/1998 | Present |
| Northwest Wealth Advisors | Bellingham | WA | 09/2023 | Present |
1. 5/19/2006 - NON-VARIABLE INSURANCE - INSURANCE SALES REP. - 1424 TOLEDO STREET BELLINGHAM WA 98226 - TIME SPENT 2%. 2. 6/21/2010- OTHER-AMWAY GLOBAL - QUIXTAR BUSINESS HAS BEEN CHANGED BACK TO AMWAY GLOBAL, INC. - TIME SPENT 10%. 3. 3/20/2012 - FOR ACCOUNTING PURPOSES ONLY - WESTINVEST - USED FOR WASHINGTON STATE TAX REPORTING ONLY. 4. 09/16/2015 - Von Smith Insurance - Referral - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/01/2015 - 2 HRS/MO NOT DURING SECS TRDG HRS. 5. 6/16/2017 - West Invest - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 07/01/2017 - 160 Hours Per Month During Securities Trading. 6. 10/11/2017 - westinvestwealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/10/2017 - 0 Hours Per Month. 7. 10/29/2018 - West Invest Properties, LLC - Investment Related - 1801 F St, Bellingham, WA, 98225 - Real Estate Rental - Started 11/17/2017 - 0 Hours Per Month - Purchasing a building for partial or full use of my normal LPL business. 8. 09/21/2023 - Northwest Wealth Advisors LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 3 Hours Per Month/ 40 Hours During Trading 9. 09/21/2023 - Northwest Wealth Advisors LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 5 Hours per Month/ 0 Hours During Trading - I provide investment advisory services through Northwest Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 5 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. 10. 12/06/2023 - West Invest, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-24 |
Reach out to this advisor