Best Investors
Account
Sign in
2796 Nw Clearwater Dr, Bend, OR 97703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Casey & Co. Llp | Bend | OR | 10/2016 | Present |
| Moss Adams Llp | Portland | OR | 01/2015 | 10/2016 |
NAME OF THE OTHER BUSINESS: PATRICK CASEY & CO. LLP IS THE BUSINESS INVESTMENT-RELATED? NO NATURE OF THE OTHER BUSINESS: CPA FIRM YOUR POSITION: CPA TITLE: STAFF CPA RELATIONSHIP WITH THE OTHER BUSINESS: N/A APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: 173.33 NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING TRADING HOURS: N/A BRIEFLY DESCRIBE YOUR DUTIES RELATING TO OTHER BUSINESS: CPA THAT PREPARES VARIOUS TYPES OF INCOME TAX RETURNS AND ACCOUNTING RELATED FUNCTIONS.
Reach out to this advisor