Best Investors
Account
Sign in
Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soundmark Wealth Management, Llc | Kirkland | WA | 04/2011 | 09/2019 |
| Soundmark Wealth Management | Kirkland | WA | 09/2019 | 01/2022 |
| Soundmark Wealth Management | Kirkland | WA | 01/2022 | 04/2024 |
| Edelman Financial Engines | Santa Clara | CA | 04/2024 | 03/2026 |
| Edelman Financial Engines | Santa Clara | CA | 03/2026 | Present |
1)N/A; INVESTMENT RELATED: No; ADDRESS: 1805 NW 2nd St Unit B, Bend, OR 97703; NATURE: Rental Unit; POSITION: Co-Owner; START DATE: Nov 2019; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0Hrs.; DUTIES: Manage lease and rental payments. 2) Self; INVESTMENT RELATED: No; ADDRESS:1C/22 Pakenham St East Auckland New Zealand 1010; NATURE: Jointly own apartment that is rented out so receive monthly income from tenant.; POSITION: Owner; START DATE:06/01/2025 ; NUMBER OF HOURS/MONTH: 0 Hrs. ; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Property is managed by a property management company in Auckland so I have zero time commitment to the investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-13 |
Reach out to this advisor