Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
260 Country Club Rd Suite 100, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2020 | 01/2022 |
| Nmcs Llc | Beaverton | OR | 06/2020 | 10/2020 |
| C C Services Inc. | Hillsboro | OR | 05/2019 | 05/2020 |
| Dee Dee Inc. | Forest Grove | OR | 10/2016 | 01/2019 |
| Pacific University | Forest Grove | OR | 09/2016 | 07/2020 |
| Student | Forest Grove | OR | 01/2012 | 07/2020 |
| Avantax Investment Services Inc. | Eugene | OR | 01/2022 | 09/2025 |
| Avantax Advisory Services | Eugene | OR | 01/2022 | 09/2025 |
| Avantax Insurance Services | Eugene | OR | 01/2022 | 09/2025 |
| Jones & Roth Financial Advisory Services | Eugene | OR | 02/2022 | 10/2024 |
| Cetera Wealth Services, Llc | Eugene | OR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) US SOCCER REFEREE POSITION: Referee NATURE: I will be refereeing adult, youth, and high-school aged children's soccer matches on the weekend. I have not started this activity yet and am anticipating starting on 3/1/22. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 03/01/2023 ADDRESS: PO BOX 230109, Tigard OR 97281, United States DESCRIPTION: Officiate soccer matches, record score, report score to various leagues. 2)JONES & ROTH FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Provide advisor services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/01/2022 ADDRESS: 260 Country Club Rd., Suite 100, Eugene OR 97401, United States DESCRIPTION: I advise clients on their finances through Jones & Roth Financial Advisors LLC, and partnered with Avantax.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-12 |
Reach out to this advisor