Best Investors
Account
Sign in
Best Investors
Account
Sign in
650 Ne Holladay St Suite 1600, Portland, OR 97232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED_RES | 2024-11-19 |
| OR | RA | APPROVED | 2024-11-07 |
Branch Locations
650 Ne Holladay St Suite 1600, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluewolf, An Ibm Company | New York | NY | 01/2013 | 04/2020 |
| More Signal Planning, Llc, D/B/A Enow Financial | Portland | OR | 10/2018 | 04/2025 |
| Xena Financial Planning, Llc | Portland | OR | 09/2024 | Present |
Silver Oak Advisory Group; Investment-related; 1130 SW Morrison St. STE 312, Portland, OR, 97205; Member of the board; Board Member; Start date: 06/2026; 4 hours per year; 4 hours per year during trading hours; Advisory functions only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-07 |
Reach out to this advisor