Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-10 |
| OR | RA | APPROVED | 2020-05-22 |
Branch Locations
5000 Meadows Road Suite 440, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Lake Oswego | OR | 03/2004 | 05/2020 |
| Harlin & Jung, Inc | Lake Oswego | OR | 05/2020 | Present |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 05/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Oswego | OR | 05/2020 | Present |
| Pdx Wealth Management | Lake Oswego | OR | 05/2020 | Present |
(1)Name of Business: Harlin & Jung Inc Address: 5000 Meadows Rd Ste 440, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Other Investment Related: No Start Date: 05/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CFO - paying corp bills, executing payroll, working with bookkeeper and tax professional. Tracking P/L and balance sheet. Tracking our porfitability. (2)Name of Business: PDX Wealth Management Address: 5000 Meadows Rd Ste 440, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Financial Officer (3)Name of Business: Securian Financial Address: 5000 Meadows Rd Ste 440, Lake Oswego, OR, 97035, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/30/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: evaluate, recommend and place life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-29 |
Reach out to this advisor