Best Investors
Account
Sign in
9755 Sw Barnes Road Suite 595, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-04-07 |
Branch Locations
9755 Sw Barnes Road Suite 595, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oregon | Eugene | OR | 06/2012 | 05/2017 |
| Texans | Houston | TX | 05/2017 | 08/2017 |
| Bankers Life | Stafford | TX | 08/2017 | 06/2018 |
| Park Avenue Securities | Lake Oswego | OR | 09/2018 | 10/2019 |
| Guardian Life Insurance Company | Lake Oswego | OR | 08/2018 | 10/2019 |
| Keybank | Portland | OR | 12/2019 | 12/2020 |
| Key Investment Services | Portland | OR | 01/2020 | 11/2020 |
| Vista Capital Partners | Portland | OR | 12/2020 | Present |
1) Football Coach Central Catholic High School football coach Start: 07/01/2019 Address: 2401 SE Stark St, Portland, OR 97214 60 non bus hrs per month Not investment related 2) Baseballism Product model Start: 09/10/2018 Address: 2215 NW Quimby St, Portland, OR 97210 2 non bus hrs per month Not investment related 3) University of Oregon Black Network board member Finance Committee Start: 08/21/2019 Address: N/A 2 non bus hrs per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-13 |
Reach out to this advisor