Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-05 |
| FL | RA | APPROVED | 2025-10-14 |
| SD | RA | APPROVED | 2025-10-14 |
Branch Locations
3369 Crater Lake Hwy Suite 101, Medford, OR 97504 • United States
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Saratoga Springs | NY | 08/2009 | 03/2017 |
| Ameriprise Financial Services Inc | Medford | OR | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Medford | OR | 03/2020 | 10/2025 |
| Osaic Wealth, Inc. | Medford | OR | 10/2025 | Present |
1. LA DOLCE VITA LLC POSITION: partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 41 West Hwy 14, Suite 94, Spearfish SD 57783, United States DESCRIPTION: My wife and I occasionally rent our homes to friends. We do have a website that we maintain and answer inquiries. We use a property manager to take care of guests when rented so we do not have to get involved with the day-to-day issues. 2. INSURANCE POSITION: agent NATURE: insurance broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2000 ADDRESS: 3369 Crater Lake Hwy, suite 101, Medford OR 97504, United States DESCRIPTION: sale of all types of insurance products 3.CHAMPLAIN WEALTH MANAGEMENT POSITION: Senior Vice President NATURE: DBA - doing business as INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 2452 Route 9, Suite 304, Malta NY 12020, United States DESCRIPTION: Using Champlain Wealth Management as my DBA for my registered representative business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-01 |
Reach out to this advisor