Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-12 |
Branch Locations
2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Portland | OR | 10/2012 | 08/2018 |
| Various Insurance Carriers For W&R Insurance Carriers | Portland | OR | 10/2012 | 08/2018 |
| M & J Group Inc | Portland | OR | 01/2015 | 08/2018 |
| Bridgetown Wealth Management (Dba) | Portland | OR | 01/2017 | 08/2018 |
| Fisher Investments | Camas | WA | 08/2018 | 09/2025 |
| Fidelity Investments | Beaverton | OR | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-03 |
| S66 | Uniform Combined State Law Examination | 2013-02-27 |
Reach out to this advisor