Best Investors
Account
Sign in
Best Investors
Account
Sign in
3605 Sw Multnomah Blvd., Portland, OR 97219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-10 |
| OR | RA | APPROVED | 2011-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2011 | 12/2023 |
| Continuity Wealth Management | Portland | OR | 04/2011 | Present |
1) INSURANCE AGENT| INVST REL: YES| NATURE OF BUS: INSURANCE PRODUCTS | TITLE: AGENT | START DT: 1994 | TOTAL HRS P/M: 1 | DUTIES: OFFERING FIXED INSURANCE PRODUCTS TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-12 |
Reach out to this advisor