Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-10-11 |
| OR | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelweiss International Llc | Sherwood | OR | 12/1999 | 01/2023 |
| Wfg | Portland | OR | 10/2003 | Present |
| Portland Volleyball Club | West Linn | OR | 09/2007 | 11/2021 |
| Transamerica Financial Advisors, Inc | Portland | OR | 01/2012 | Present |
| American Capital Corporation | El Segundo | CA | 05/2013 | 01/2020 |
| Value Added Mortgage | Oregon City | OR | 02/2020 | Present |
| Netlaw | Louisville | KY | 08/2025 | Present |
| Right Choice Processing Llc | Washougal | WA | 10/2025 | Present |
"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Value Added Mortgage; yes; 511 Main St #117 Oregon City, OR 97045; Loan officer; mortgage; 2/01/2020; 100 hrs./month; 4 during sec training; mortgage loan and services; approved with restrictions NETLAW POSITION: Referral partner NATURE: Estate planning legal documents INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/11/2025 ADDRESS: 12910 Shelbyville Road, Louisville KY 40243, United States DESCRIPTION: Refer clients who need a Will, Trust or other legal documents for their estate planning. RIGHT CHOICE PROCESSING LLC POSITION: Principal NATURE: Mortgage Loan Processing INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2025 ADDRESS: 28912 SE 23rd Str, Washougal WA 98671, United States DESCRIPTION: Mortgage Loan Processing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
Reach out to this advisor