Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-30 |
Branch Locations
600 Corporate Pointe Suite 600, Culver City, CA 90230 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
Encino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 08/2011 | Present |
| Parq Advisors | Beverly Hills | CA | 01/2011 | Present |
| Hub International | Chicago | IL | 07/2016 | Present |
(1) Parq Advisors; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2011; Member; Insurance sales; Not Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. (2) Camden Capital Partners; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2007; Director; Minority member of real estate lending fund, role is to introduce to managing directors, Not Investment Related; 4 hours/month; 4 hours/month during business hours; Wages/Salary. (3) Link Partners, Inc.; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2005; President; Insurance Sales; Not Investment Related; 20 hours/month; 20 hours/month during business hours; Commissions. (4) Montecito Insurance Services, LLC; 9595 Wilshire Blvd., Suite #310, Beverly Hills, CA 90212; 01/2011; Member; Insurance sales/instant issue Term insurance only; Not Investment Related; 10 hours/month; 10 hours/month during business hours; Commissions. (5) USC Baseball Alumni Association; http://baseball.usclegacy.com/; Board Member; Not Investment Related; 3 hours/month, 0 hours/month during business hours; No Compensation. (6) Change 4 Childrens; 2049 Century Park East, Suite 2600, Los Angeles CA 90067; 501 c3 benefiting children's hospitals; Not Investment Related; Co-Founder; Very limited responsibilities currently, as there is no active fundraising or donations of funds; 01/01/2018; 4 hours/month; 0 hours/month during trading hours. (7) SIX4THREE INSURANCE SERVICES DBA PARQ ADVISORS; 600 Corporate Pointe, Suite 600, Culver City CA 9023; Insurance sales; Investment Related; Co Managing Partner; Responsible for sales as well as employee engagement; 01/03/2011; 180 hours per month; 180 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
| S66 | Uniform Combined State Law Examination | 2000-11-24 |
Reach out to this advisor