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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-22 |
| OR | RA | APPROVED | 2019-08-06 |
Branch Locations
16083 Sw Upper Boones Ferry Rd Ste 250, Tigard, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Beaverton | OR | 08/2017 | 03/2018 |
| Unemployed | Lake Oswego | OR | 05/2017 | 08/2017 |
| Lewis & Clark College Admissions | Portland | OR | 08/2016 | 05/2017 |
| Starbucks | Lake Oswego | OR | 05/2016 | 05/2017 |
| Foresters Financial Services | Beaverton | OR | 03/2018 | 03/2019 |
| Lpl Financial Llc | Tigard | OR | 03/2019 | Present |
1)03/28/2019 - Firenze Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2019 - 160 hr/mth 2) 02/28/2022 - Lakeridge Highschool Softball Team - Not Investment Related - 1235 Overlook Dr, Lake Oswego, OR 97034 - Outside/W-2 Employment - Assistant Softball Coach - Start Date - 02/28/2022 - 25 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
Reach out to this advisor