Best Investors
Account
Sign in
Best Investors
Account
Sign in
1121 Adams Avenue, La Grande, OR 97850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2015-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connected Wealth Solutions, Llc | La Grande | OR | 06/2015 | Present |
| Connected Professional Accountants, Llc | La Grande | OR | 07/2001 | Present |
Connected Professional Accountants, LLC (f/k/a Lewis, Poe, Moeller, Gunderson & Roberts, LLC): 1121 Adams Avenue, La Grande, OR 97850. The business is a CPA firm and is not investment-related. Mr. Gunderson is an Owner and Member of the accounting firm and he devotes approximately 133 hours per month to his responsibilities for the CPA firm, 44 of which occur during securities trading hours. Mr. Gunderson's duties include rendering of accounting services offered by the CPA firm and daily business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-01 |
Reach out to this advisor