Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lake Oswego | OR | 06/2004 | Present |
| Strategic Financial Partners, Ltd | Lake Oswego | OR | 04/2009 | Present |
(1) 12/26/2007: NO BUSINESS NAME - INV REL - 3922 SW MARIGOLD STREET, PORTLAND, OR 97219 - REAL ESTATE RENTAL - 1% OF TIME SPENT - RENTAL PROPERTY OWNER (2) 09/26/2009: STRATEGIC FINANCIAL PARTNERS, LTD - REGISTERED INVESTMENT ADVISOR DBA - INV REL - AT REPORTED BUSINESS LOCATION(S) - 20% OF TIME SPENT (3) 9/27/2017: Robert Kirkpatrick, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/10/2017 - 8 Hours Per Month/1 Hour During Securities Trading. (4) 11/27/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading - Owner and sales associate. (5) 11/03/2025- Real Estate Rental- Not INV Related- Home Based- Start date 05/05/2005- 5 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
Reach out to this advisor