Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-02-17 |
| TX | RA | APPROVED_RES | 2014-10-02 |
| OR | RA | APPROVED | 2014-05-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Tigard | OR | 05/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Tigard | OR | 05/2014 | Present |
| Kruse Woods Financial Partners | Lake Oswego | OR | 05/2014 | Present |
| Jeffrey Capellen Pc | Lake Oswego | OR | 05/2014 | Present |
| Project Discovery Llc | Tigard | OR | 05/2014 | Present |
(1)Name of Business: Jeffrey Capellen PC Address: 6855 SW Baylor ST, Togard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 05/04/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have an S-Corp set up for ownership purposes of Kruse Woods Financial Partners along with expenses associated with my advisory business. (2)Name of Business: Kruse Woods Financial Partners Address: 6855 SW Baylor St, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Project 3.0 Address: 33833 NE Haugen Rd, Newberg, OR, 97132-7208, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner (4)Name of Business: Project Discovery LLC Address: 6855 SW Baylor St, Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/04/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor, utilize company to separate expenses and overhead
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-17 |
Reach out to this advisor