Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-08 |
Branch Locations
1500 Valley River Dr Ste 300, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 01/2018 | 11/2020 |
| Kms Financial Services, Inc | Seattle | WA | 07/2016 | 12/2017 |
| Securities America, Inc. | Eugene | OR | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Eugene | OR | 11/2020 | 06/2024 |
| Arbor Point Advisors | Eugene | OR | 11/2020 | 10/2024 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 10/2024 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 10/2024 |
| Lpl Financial, Llc | Eugene | OR | 10/2024 | Present |
1) 09/2024 - CloverLeaf Investments / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
Reach out to this advisor