Best Investors
Account
Sign in
Best Investors
Account
Sign in
393 N. State Street, Lake Oswego, OR 97034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-04 |
| OR | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D. Mattersdorff Llc | Lake Oswego | OR | 09/1998 | Present |
Donald Mattersdorff is a trustee of a family trust in which he and his brother are the trustors and the ultimate beneficiaries. Mr. Mattersdorff also acts as trustee for his mother's trust fund, for which she is the trustor and principal beneficiary. Bates Group, non-investment related, 5005 SW Meadows Rd., Lake Oswego, OR 97035, type of business: expert witness consulting firm, title: expert consultant, start date: January 2020, time spent: up to 3 hours per month, up to 3 hours per month during securities hours, duties: provide expert testimony to lawyers regarding securities litigation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-09 |
Reach out to this advisor