Best Investors
Account
Sign in
Best Investors
Account
Sign in
360 Sw Powerhouse Drive Suite 300, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2023-01-25 |
| OR | RA | APPROVED | 2022-10-31 |
Branch Locations
360 Sw Powerhouse Drive Suite 300, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2013 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2013 | 12/2022 |
| Strategy Cap Llc | Bend | OR | 10/2022 | Present |
1) JP Financial Inc. Bend, OR 97702, 12/2005, President/Owner and employee. Administrative and business management services provided to Strategy Cap LLC. JP Financial Inc. is 50% owner of Strategy Cap LLC. 20 HRS/Month; 10 Hours/Month trading hours 2) Jared Pearson, Insurance Agent 5/2002, 3 hrs/month; 2 hrs/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
Reach out to this advisor