Best Investors
Account
Sign in
Best Investors
Account
Sign in
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-28 |
Branch Locations
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
855 Sw Yates Drive, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bend | OR | 09/2019 | 07/2024 |
| Janssen Pharmaceuticals Inc | Rariten | NJ | 07/2016 | 07/2019 |
| Sherpa Wealth Strategies, Llc | Bend | OR | 09/2020 | 07/2024 |
| Sherpa Wealth Strategies | Bend | OR | 09/2020 | 07/2024 |
| Lpl Financial | San Diego | CA | 09/2019 | 09/2020 |
| Investor'S Fiduciary Advisor Network, Llc | Bend | OR | 08/2024 | 03/2025 |
| Black Diamond Financial, Llc | Bend | OR | 04/2025 | Present |
Central Oregon Community College Foundation; 2600 NW College Way Bend OR 97703; Investment-related; Non-profit educational foundation; Investment Committee member; Started March 2026; 5 hours per month; Non-business hours; Provide oversight and guidance regarding the foundation's investment portfolio managed by an external manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-07 |
Reach out to this advisor