Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
169 West 6Th Avenue Suite 102, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 04/2024 |
| Rogue Credit Union | Medford | OR | 07/2017 | 07/2019 |
| Ashland High School | Ashland | OR | 08/2016 | 06/2017 |
| Cetera Advisors Llc | St Cloud | MN | 04/2024 | Present |
| Shasta Scp, Inc | Springfield | OR | 04/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | Present |
1.NAME OF OTHER BUSINESS: BRIGHT FUTURE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2.NAME OF OTHER BUSINESS: SHASTA SCP, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANGEMENT, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC FOR TAX PURPOSES; 3.NAME OF OTHER BUSINESS: BRIGHT FUTURE WEALTH COLLECTIVE, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANGEMENT, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PAY OFFICE EXPENSES AND PAYROLL; 4.NAME OF OTHER BUSINESS: RONALD MCDONALD HOUSE CHARITIES, INVESTMENT RELATED: NO, ADDRESS: 116 ST. JOSEPH PLACE, SPRINGFIELD, OR 97477, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ASSIST IN EVENT PLANNING, SUPPORT AND MARKETING OF SERVICE FOR FAMILIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-28 |
Reach out to this advisor