Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-03-15 |
| OR | RA | APPROVED | 2015-05-20 |
Branch Locations
9400 Sw Beaverton Hillsdale Hwy #250, Beaverton, OR 97005 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multiplan Financial | Portland | OR | 06/1997 | Present |
| Commonwealth Financial Network | San Diego | OR | 01/2013 | Present |
1. MulitPlan Financial Services, Inc.; secretary and owner of entity created for securities business, as of 01/01/2023, Less than 100% of time spent during business hours, conducted at branch, investment related. 2. Testgeek Exam Prep, LLC, member and co-owner of entity created to provide securities exam preparatory services, as of 05/01/2012, 0% of time spent during business hours, not at branch location, investment related. 3. Fixed insurance sales; as of 01/19/1998, 5% of time spent during business hours, investment related; at branch location. 4. Author, Tennessee Dreams, a novel; Located in Beaverton, OR; as of 06/01/2021 Approximately 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-07 |
Reach out to this advisor