Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-27 |
| OR | RA | APPROVED | 2008-06-30 |
| TX | RA | APPROVED_RES | 2008-06-27 |
Branch Locations
12725 Sw 66Th Ave Ste 102, Portland, OR 97223-2547 • United States
74952 Chateau Circle, Indian Wells, CA 92210 • United States
Portland, OR • 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 |
|---|---|---|---|---|
| Financial Reserve Inc. | Portland | OR | 09/1995 | Present |
| Provident Mutual | Berwyn | PA | 10/1997 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2008 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2008 | Present |
1)FINANCIAL RESERVE INC, 12725 SW 66TH AVE, STE 102, PORTLAND, OR, 3/1998 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/WK - 3/TRADING. 2)FINANCIAL RESERVE INC, 12725 SW 66TH AVE, STE 102, PORTLAND, OR, 9/1995 PROVIDING ADVICE ON CAREER COUNSELING & NETWORKING, PERSONAL BUDGETING, CONSUMER, CREDIT, AND GOAL MANAGEMENT, HEALTH & TIME MANAGEMENT. NIR - 10 HR/WK - 5/TRADING. 3)FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 1/2008 AS SHAREHOLDER. INV REL - 5/WK - 3/TRADING. 4)DESERT RESORT MANAGEMENT 42-635 MELANIE PLACE, STE. 103. PALM DESERT, CA, 2/1/13 AS HOA TREASURER THAT APPROVES EXPENSES THAT ARE TO BE PAID. NIR - 2/MO - 0/TRADING. 5)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 10/TRADING. 06/27/08. 6)TRUST PROTECTOR FOR G. & M. PARROT, PORTLAND, OR, 5/2017. NIR - 0 HRS. 7)RENTAL PROPERTY CO-OWNER, 01529 PALANTINE HILL RD, PORTLAND, OR, 4/2018. NIR - 1/MO - 0/TRADING. 8)FP VENTURES LLC, 01529 SW PALATINE HILL RD, PORTLAND, OR, 9/2018 AS CO-OWNER OF LLC TO HOLD INVESTMENTS. NIR - 2/YR - 0/TRADING. 9)OREGON CITY PLAZA, LLC (NON-INVESTMENT RELATED), 1507 9TH STREET, OREGON CITY, OR; OWNER; 1/1/88; 8 hr/mo, 0 HR DURING SECURITIES TRADING HRS; OWNER OF 36 UNIT APARTMENT BUILDING. DUTIES ARE PRIMARILY OVERSEEING ON-SITE MANAGERS AND PAYING BILLS. 10)AP TAX LLC, 12725 SW 66th Ave Suite 102, Portland OR 97223, United States, 10/20/2025, Referral Source, Referrals, NIR, 1 HR/MO 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-13 |
Reach out to this advisor