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 | 2026-05-14 |
Branch Locations
5550 South Macadam Ave Ste 120, Portland, OR 97239 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5550 South Macadam Ave. Suite 120,, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finity Group, Llc | Portland | OR | 12/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2015 | 05/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | 05/2026 |
| Lpl Financial Llc | Portland | OR | 05/2026 | Present |
1. 05/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start Date: 05/07/2026 2. 05/2026 - Finity Group, LLC - Non-Variable Insurance - Inv Related - 10 Hour(s)/Month - 1 Hour(s) During Trading - Portland OR 97239 - OBA Start Date: 11/01/2011 3. 05/2026 - Finity Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/7/2026 4. 05/2026 - University of Oregon Phi Delta Theta Foundation - Non-Profit Board Member - Not Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Brush Prairie WA 98606 - OBA Start Date: 07/01/2023 5. 05/2026 - Hidden Springs Ridge HOA - Non-Profit Board Member - Not Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - West Linn OR 97068 - OBA Start Date: 01/01/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
Reach out to this advisor