Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-09 |
Branch Locations
2732 American Way Ste 1, Medford, OR 97504 • United States
Medford, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2021 | 06/2024 |
| Eli Lilly & Co | Indianapolis | IN | 08/2020 | 07/2021 |
| United States Army | Fort Bragg | NC | 04/2016 | 04/2019 |
| United States Army | Fort Sill | OK | 04/2019 | 08/2020 |
| Unemployed | Medford | OR | 07/2021 | 09/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | 09/2025 |
| Kline Strategic Llc | Medford | OR | 07/2025 | Present |
| Jfc Advisors | Medford | OR | 09/2025 | 09/2025 |
| Lpl Financial | Medford | OR | 09/2025 | Present |
1) 06/03/2026 - KLINE STRATEGIC: Wealth & Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 200 hours per month/ 150 hours during trading 2) 07/09/2026 - KLINE STRATEGIC: Wealth & Financial Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/25/2022 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-06 |
Reach out to this advisor