Best Investors
Account
Sign in
Best Investors
Account
Sign in
S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-30 |
Branch Locations
500 Se Butler Road Suite 15, Gresham, OR 97080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stoneway Llc | Sandy | OR | 08/2011 | Present |
| Onpointe Advisory And Financial Services, Llc | Petaluma | CA | 05/2015 | 01/2019 |
| Fusion Capital Management | Dallas | TX | 01/2019 | 05/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2019 | 05/2020 |
| Elevated Capital Advisors, Llc | Sandy | UT | 05/2020 | 02/2024 |
| Wealth Watch Advisors, Inc. | Englewood | CO | 02/2024 | Present |
1) Owner of Stoneway Financial Services, located at 39261 Proctor Blvd, Suite E, Sandy, OR, 97055. The business nature is insurance sales. This is investment-related. Devotes approx. 80 hours per month and 80 hours during trading hours. He receives commissions. He started on 8/1/2011. He helps clients implement life insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-23 |
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-31 |
Reach out to this advisor