Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-27 |
Branch Locations
5090 N. 40Th Street Suite 180, Phoenix, AZ 85018 • United States
1900 W Loop S., Houston, TX 77027 • United States
Sewell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lombard International | Philadelphia | PA | 07/2016 | 07/2019 |
| Cohn Financial Group | Phoenix | AZ | 07/2019 | Present |
| M Holdings Securities, Inc. | Portland | OR | 07/2019 | Present |
1) Cohn Financial Group; 5090 North 40th Street, Suite 180, Phoenix, AZ 85018; 07/2019; US Wealth Strategist; Subject matter expert speaking on tax and investment structures; Investment Related; 160 hours/month; 160 hours/month during business hours; Wages/Salary. 2) Gallagher; 1900 West Loop South, Suite 1600, Houston, TX 77027; 10/13/2021; Producer; Educate and advise on life insurance structures and solutions; Not Investment Related; 80 hours/month; 80 hours/month during business hours; Wages/Salary. 3) Starboard Advisors LLC; 2 Union Street, Suite 401, Portland ME 04101; Investment Advisory Board; Investment Related; Unaffiliated Advisory Board Member; Provide consultations related to insurance; 2/1/2022; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-27 |
Reach out to this advisor