Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2002-05-28 |
Branch Locations
825 Ne Multnomah Street Suite 1150, Portland, OR 97232 • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc | Portland | OR | 03/2002 | Present |
*ALLEN J. HOLDINGS, LLC. 825 NE MULTNOMAH ST, SUITE 1150, PORTLAND, OR. 97232. INV REL. MANAGE INDIVIDUALLY OWNED REAL ESTATE, RESIDENTIAL LEASES, & GENERAL MAINT. SOLE OWNER OF PROPERTIES. CURRENT. 10 HRS/MO. DURING TRADE HRS. *HJAM FINANCIAL. 825 NE MULTNOMAH STE 1150, PORTLAND, OR. 97232. INV REL. MEETING W/CLIENTS & PROSPECTS DISCUSSING FIXES INS PROD. OWNER/PRESIDENT. 11/15/11. 30 HRS/MO. DURING TRADE HRS *MOUNTAIN PEAK WEALTH SOLUTIONS. 825 NE MULTNOMAH ST, SUITE 1150, PORTLAND, OR. 97232. INV REL. NOV 2018. AGENCY DBA NAME. AGENT. SELLING/SERVICING FIXED INS PRODUCTS. DURING TRADE HRS. *MOUNTAIN PEAK WEALTH SOLUTIONS, LLC,825 NE MULTNOMAH STREET, SUITE 1150, PORTLAND, OR 97232, NOT INV REL, ONGOING, DURING TRD/HRS, 7/13/2020, MEMBER/PARTNER, CO EXPENSES-STAFF/SUPPLIES, 8HRS/WK. *HANS MANSETH,1613 SW HUME COURT, PORTLAND, OR 97219,05/16/2016, NOT INV REL, ONGOING, RENTING OUT RV AND PERSONAL VEHICLE ON OCCASION, NOT DURING TRD/HRS. *TRUE PATH FINANCIAL PARTNERS. 825 NE MULTNOMAH ST, SUITE 1150, PORTLAND, OR. 97232. INV REL. APRIL 2024. DBA NAME ONLY. FOR MARKETING. INCLUDED ON WEBSITE AS TEAM MEMBER. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-17 |
Reach out to this advisor