Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-24 |
Branch Locations
4905 Sw Griffith Dr Suite 105, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpac Wealth Partners | Lake Oswego | OR | 05/2021 | 06/2022 |
| Guardian Life Insurance Company | Lake Oswego | OR | 05/2021 | 08/2024 |
| Park Avenue Securities | Lake Oswego | OR | 07/2022 | 08/2024 |
| Pacific University Of Oregon | Forest Grove | OR | 08/2015 | 05/2017 |
| Walmart | Cornelius | OR | 05/2017 | 08/2017 |
| Pacific University Of Oregon | Forest Grove | OR | 08/2017 | 05/2018 |
| Pacific University Of Oregon | Forest Grove | OR | 05/2018 | 08/2018 |
| Pacific University Of Oregon | Forest Grove | OR | 08/2018 | 05/2019 |
| Wells Fargo | Forest Grove | OR | 05/2019 | 06/2021 |
| Guardian Life Insurance Company | Hillsboro | OR | 06/2024 | 08/2024 |
| Guardian Life Insurance Company | Hillsboro | OR | 06/2024 | 08/2024 |
| Single Point Advisors | Beaverton | OR | 10/2025 | Present |
| Banner Bank | Beaverton | OR | 10/2024 | 05/2025 |
| Unemployed | Hillsboro | OR | 06/2025 | 09/2025 |
| Osaic Wealth, Inc. | Beaverton | OR | 10/2025 | Present |
1. LIFE/HEALTH LICENSED POSITION: Licensed Financial Assistant NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/27/2025 ADDRESS: 4905 SW Griffith Dr, Suite 105, Beaverton OR 97005, United States DESCRIPTION: Utilization of insurance contracts for client needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
Reach out to this advisor