Best Investors
Account
Sign in
4900 Sw Griffith Drive Suite 256, Beaverton, OR 97005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-20 |
| TX | RA | APPROVED | 2022-04-19 |
| OR | RA | APPROVED | 2022-04-13 |
Branch Locations
4900 Sw Griffith Drive Suite 256, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates | Lake Oswego | OR | 11/2018 | 02/2020 |
| Kms Financial Services, Inc. | Lake Oswego | OR | 02/2020 | 11/2020 |
| Securities America, Inc. | Lake Oswego | OR | 11/2020 | 02/2022 |
| Arbor Point Advisors | Lake Oswego | OR | 11/2020 | Present |
| Scout Asset Management | Lake Oswego | OR | 02/2022 | Present |
| Signator Investors, Inc | Portland | OR | 03/1999 | 11/2018 |
| John Hancock Mutual Life Insurance Compa | Portland | OR | 06/1998 | 11/2018 |
**INSURANCE SALES - INVESTMENT RELATED - SAME ADDRESS - INSURANCE - FIXED INSURANCE SALES - AGENT - 7/1/1998 - 1 HR/MO, 0 HRSMO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
Reach out to this advisor