Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-07 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Bend, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hines Warner Wealth Management, Llc | Portland | OR | 08/2016 | 07/2019 |
| State Farm | Eugene | OR | 01/2016 | 04/2017 |
| Adero Partners, Llc | Portland | OR | 07/2019 | Present |
| Focus Partners Wealth, Llc | Saint Louis | MO | 05/2025 | Present |
Rental Property Not investment-related 817 S River St. Newberg, OR 97132 Rental Property Rental Property Owner 04/01/2024 30 minutes/month Manage Rental Property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-30 |
Reach out to this advisor