Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-21 |
| NV | RA | APPROVED | 2026-06-10 |
| WA | RA | APPROVED | 2023-12-15 |
| OR | RA | APPROVED | 2023-05-12 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
Tualatin, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Insurance Group | Oregon City | OR | 07/2019 | 03/2021 |
| Liberty Mutual | Lake Oswego | OR | 04/2017 | 06/2019 |
| Clear Home | Ogden | UT | 05/2012 | 01/2017 |
| Pinnacle Financial | Lake Oswego | OR | 03/2021 | 05/2022 |
| Guardian Life Insurance Company | Lake Oswego | OR | 05/2022 | Present |
| Park Avenue Securities | Lake Oswego | OR | 06/2022 | Present |
| Guardian Life Insurance Company | Tualatin | OR | 06/2024 | Present |
| Guardian Life Insurance Company | Tualatin | OR | 06/2024 | Present |
1) Employee Retention Credit-filing form 941, Start Date: 07/01/2022, Address: 135 S Mountain Way Drive, Orem, UT 84058, 1 hours per month; 1 during normal business hours, Not investment related, Less than 10% annual compensation, 2) SolarPros-Sales side, Start Date: 09/01/2023, Address: 19545 SW Boones Ferry rd. apt 23 Tualatin OR 97062, 12 hours per month; 0 during normal business hours, Not investment related, Less than 10% annual compensation, 3) Stryde, Start Date: 09/01/2023, Address: 15173 North Rd., Suite 201, Fenton, MI 48430, 1 hours per month; 1 during normal business hours, Not investment related, Less than 10% annual compensation, 4) Insurance Outside of Guardian, Start Date: 10/01/2025, Address: 22715 SW Mandan Dr Tualatin OR 97062, 3 total hours per month; 3 during normal business hours, investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-12 |
Reach out to this advisor