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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-20 |
Branch Locations
2500 Santiam Hwy Se, Albany, OR 97322 • United States
3450 Commercial St Se, Salem, OR 97302 • United States
5120 River Road N, Keizer, OR 97303 • United States
777 Nw Kings Blvd, Corvallis, OR 97330 • United States
645 9Th Street Nw Suite 185, Salem, OR 97304 • United States
60 Division Ave, Eugene, OR 97404 • United States
650 Q St, Springfield, OR 97477 • United States
207 Coburg Road Suite 101, Eugene, OR 97401 • United States
3333 W 11Th Avenue, Eugene, OR 97402 • United States
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | West Linn | OR | 10/2016 | 08/2017 |
| Kobos Coffee / Groundwork Coffee | Portland | OR | 10/2009 | 10/2016 |
| Jpmorgan Chase Bank | West Linn | OR | 10/2016 | 08/2017 |
| Foresters Financial | Beaverton | OR | 08/2017 | 12/2017 |
| Trillium Family Services | Portland | OR | 10/2009 | 12/2018 |
| Country Financial | Clackamas | OR | 12/2017 | 10/2018 |
| New York Life Insurance Company | Portland | OR | 11/2018 | 04/2019 |
| Nylife Securities Llc. | Portland | OR | 12/2018 | 04/2019 |
| Edward Jones | St Louis | MO | 07/2020 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salem | OR | 09/2022 | 06/2025 |
| England Logistics | Portland | OR | 04/2019 | 11/2019 |
| Percasso Coffee | Portland | OR | 11/2019 | 03/2020 |
| Unemployed/Laid Off | Portland | OR | 04/2020 | 07/2020 |
| Bank Of America N.A. | Salem | OR | 11/2022 | 06/2025 |
| Raymond James Financial Services, Inc. | Salem | OR | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Salem | OR | 06/2025 | Present |
| Onpoint Investment Services | Salem | OR | 06/2025 | Present |
| Onpoint Community Credit Union | Salem | OR | 06/2025 | Present |
1. OnPoint Investment Services Non-Investment Related Salem, Oregon DBA/Support Company Advisor Started: 6/23/2023 0 hrs per month 0 hrs during trading hrs 2. OnPoint Community Credit Union Investment Related Salem, Oregon Bank/Financial Institution Bank Associate Started: 06/23/2025 160 hrs per month. 160 hrs during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
Reach out to this advisor