Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2022-07-18 |
Branch Locations
108 3Rd St. , Lake Oswego, OR 97034 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logan Circle Partners, L.P. | Lake Oswego | OR | 01/2015 | Present |
| Arnerich Massena, Inc. | Portland | OR | 02/2016 | 09/2016 |
| Wealthfactor, Llc | Lake Oswego | OR | 12/2017 | 06/2022 |
| Farther Finance Advisors, Llc | Lake Oswego | OR | 06/2022 | Present |
Name of other business: AI Infrastructure Partners, LLC; Is business Investment related: Yes; Address of other business: 301 Congress Avenue 12th floor, Austin, Texas 78701; Nature of other business: an operating company engaged in acquiring, building, and managing businesses that support AI Factory infrastructure and semiconductor factory infrastructure; Your position: Chief Financial Officer ; Start date of relationship: 06/01/2024; Approx. # of hours /month devote to other business: 20-120 hours per month approximately; Number of hours devoted to other business during securities trading hours: 5-20;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
| S66 | Uniform Combined State Law Examination | 2004-09-08 |
Reach out to this advisor