Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lake Oswego | OR | 06/2016 | 12/2016 |
| Wells Fargo Advisors, Llc | Lake Oswego | OR | 06/2016 | 12/2016 |
| Bank Of The West | Portland | OR | 01/2017 | 05/2019 |
| Morgan Stanley Smith Barney Llc | Portland | OR | 05/2019 | 07/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | 07/2023 |
| U.S. Bank | Portland | OR | 07/2023 | Present |
| U.S. Bancorp Investments, Inc. | Portland | OR | 08/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Portland | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
Reach out to this advisor