Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-11-16 |
| OR | RA | APPROVED | 2021-12-05 |
| WA | RA | APPROVED | 2021-12-05 |
Branch Locations
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-13 |
| OR | RA | APPROVED | 2023-06-12 |
| WA | RA | APPROVED | 2023-06-12 |
Branch Locations
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 02/2016 | 07/2019 |
| Charles Schwab Bank | Denver | CO | 08/2017 | 07/2019 |
| Ubs Financial Services Inc. | Bellevue | WA | 08/2019 | 10/2019 |
| Parcion Private Wealth Management | Bellevue | WA | 10/2019 | 10/2021 |
| Northwest Capital Management, Inc. | Portland | OR | 10/2021 | 06/2023 |
| Cwm, Llc | Omaha | NE | 06/2023 | Present |
| Northwest Capital Management | Lake Oswego | OR | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
Reach out to this advisor