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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-20 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Gig Harbor, WA • 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 |
|---|---|---|---|---|
| Standard Retirement Services, Inc. | Walnut Creek | CA | 08/2011 | 09/2017 |
| Stancorp Equities, Inc. | Walnut Creek | CA | 08/2011 | 09/2017 |
| Stancorp Investment Advisers, Inc. | Walnut Creek | CA | 09/2011 | 09/2017 |
| Lpl Financial, Llc | San Mateo | CA | 11/2017 | 03/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2017 | 03/2018 |
| Standard Retirement Services, Inc. | Walnut Creek | CA | 03/2018 | Present |
| Stancorp Equities, Inc. | Walnut Creek | CA | 04/2018 | Present |
| Stancorp Investment Advisers, Inc. | Walnut Creek | CA | 04/2018 | Present |
In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS"), an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"), and an insurance producer appointed with Standard Insurance Company ("SIC"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services, SIA offers investment advice to retirement plan sponsors and plan participants, and SIC is a manufacturer of insurance products, including a fixed group annuity insurance product used by retirement plans as a funding vehicle. SEI, SRS, SIA and SIC (collectively "The Standard") are subsidiaries of Standard Financial Group and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-18 |
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