Best Investors
Account
Sign in
Best Investors
Account
Sign in
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-05 |
| OR | RA | APPROVED | 2023-12-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jerry J Davis Cpa Pc | Gresham | OR | 08/2020 | 04/2021 |
| Davis & Graves | Gresham | OR | 08/2020 | 04/2021 |
| Umpqua Bank | Portland | OR | 04/2015 | 08/2020 |
| Abacus Wealth Partners | Portland | OR | 06/2021 | 09/2023 |
| Jerry J Davis Cpa Pc | Gresham | OR | 09/2023 | 12/2023 |
| Rain Or Shine Planning, Llc | Portland | OR | 06/2023 | Present |
| Portland Public Schools | Portland | OR | 08/2024 | 10/2024 |
| Portland Public Schools | Portland | OR | 08/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-09 |
Reach out to this advisor