Best Investors
Account
Sign in
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-27 |
| TX | RA | APPROVED_RES | 2023-02-22 |
| WA | RA | APPROVED | 2021-02-11 |
Branch Locations
3491 Nw Anderson Hill Rd., Silverdale, WA 98383 • United States
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
Cartersville, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Silverdale | WA | 09/2011 | 12/2017 |
| Summit Brokerage Services Inc. | Silverdale | WA | 12/2017 | 09/2019 |
| Summit Financial Group Inc | Silverdale | WA | 12/2017 | 02/2021 |
| Cetera Advisor Networks Llc | Silverdale | WA | 09/2019 | 02/2021 |
| Nations Financial Group, Inc. | Silverdale | WA | 02/2021 | Present |
(1) CORINTHIAN WEALTH PARTNERS LLC. 3491 NW ANDERSON HILL RD NW. SILVERDALE, WA 98383. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER. STARTED 3/1/2013. SPEND APPROX 0 HRS ON BUSINESS. DUTIES ARE TO MAKE DECISIONS ON ANY ISSUES REGARDING THE COMPANY. (2) CORINTHIAN WEALTH PARTNERS 401K; 3491 NW ANDERSON HILLL RD NW. SILVERDALE, WA 98383. IS INVESTMENT RELATED. NATURE OF BUSINESS IS 401K PLAN. POSITION IS TTEE. STARTED 3/1/2013. APX 1 HOUR/MONTH, 0 DURING TRADING; DUTIES ARE AS TRUSTEE FOR 401K PLAN (3) ANDERSON HILL PROPERTIES; 3491 ANDERSON HILL RD, SILVERDALE, WA 98383; NOT INVESMENT RELATED. NATURE OF BUSINESS IS COMMERCIAL PROPERTY; POSITION IS OWNER; STARTED 4/2/2018; APX 4 HOURS/MONTH, NONE DURING TRADING; DUTIES ARE TO MANAGE COMMERCIAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
Reach out to this advisor