Best Investors
Account
Sign in
Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Salem | OR | 02/2013 | 11/2022 |
| Allstate Financial Advisors Llc | Lincoln | NE | 05/2026 | Present |
| Allstate Insurance Co | Northbrook | IL | 05/2026 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 05/2026 | Present |
| Unemployed | West Linn | OR | 01/2026 | 05/2026 |
| Leadership Workshops Llc | West Linn | OR | 01/2001 | Present |
| Molli Surgical | Chicago | IL | 11/2022 | 04/2024 |
| Unemployed | West Linn | OR | 04/2024 | 06/2024 |
| Unemployed | West Linn | OR | 09/2024 | 01/2025 |
| Key Investment Services | Lake Oswego | OR | 06/2024 | 09/2024 |
| Lpl Financial | West Linn | OR | 01/2025 | 01/2026 |
LEADERSHIP WORKSHOPS LLC POSITION: Principal NATURE: Consulting on management principles Sales training Speaking engagements on Leadership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2001 ADDRESS: 2944 SUnbreak Ln, West Linn OR 97068, United States DESCRIPTION: Individual contributor for training and coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-14 |
Reach out to this advisor