Best Investors
Account
Sign in
1500 Nw Bethany Blvd. Suite 200, Beaverton, OR 97006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-02-03 |
| OR | RA | APPROVED | 2021-02-01 |
Branch Locations
1500 Nw Bethany Blvd. Suite 200, Beaverton, OR 97006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Beaverton | OR | 08/2011 | 03/2020 |
| Financial Advocates Investment Management | Beaverton | OR | 01/2013 | 03/2021 |
| Capitol Family Office, Inc. | Beaverton | OR | 08/2011 | Present |
| Capitol Family Office, Inc. | Beaverton | OR | 12/2020 | Present |
(1) Cannon Beach Haus, LLC; Non-Investment Related; 132 W Nelchena Street Cannon Beach, OR 97110; Vacation Rental; Member; 07/2021; 67 hours per month all outside of trading hours; All duties related to maintaining a vacation rental property. (2) Executive Tax Advisors, LLC; Member; investment related: No; Location: 1500 NW Bethany Blvd., Suite 200 Beaverton OR 97006 USA; Description of the business: Income tax preparation and tax planning services; Responsibilities Duties: Erica: CFO, Integrator; Start date with business: 2022-04-13; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 42; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-14 |
Reach out to this advisor