Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1600 Valley River Drive Suite 150, Eugene, OR 97401 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Eugene | CA | 02/2008 | 01/2025 |
| Osaic Wealth, Inc. | Eugene | OR | 01/2025 | Present |
1) ASCEND WEALTH PARTNERS, LLC 1600 VALLEY RIVER DR. STE. 150, EUGENE, OR 97401 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH INSURANCE PRODUCTS ARE OFFERED, SERVICED, AND MARKETED. PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/01/2024 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 80 2) ASCEND RETREATS, LLC POSITION: Owner NATURE: LLC for real estate rental home INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2025 ADDRESS: 1640 Umpqua Ave, Eugene OR 97408, United States DESCRIPTION: My specific duties will be limited, as my wife will be managing the rentals and day-to-day activities. I will communicate with tenants or contractors, as needed. Potentially do repairs from time to time. But overall my administrative duties will be limited.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-23 |
Reach out to this advisor