Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-20 |
Branch Locations
2701 Nw Vaughn Street Suite 800, Portland, OR 97210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apple | Manchester | NH | 08/2021 | 09/2024 |
| Mcdonald'S Usa Llc | Manchester | NH | 06/2017 | 07/2018 |
| Foodstate Inc | Londonderry | NH | 02/2021 | 07/2021 |
| Manchester Memorial High School | Manchester | NH | 09/2016 | 06/2020 |
| Unemployed | Manchester | NH | 06/2020 | 08/2020 |
| Target Corporation| | Hooksett | NH | 08/2020 | 02/2021 |
| Walmart | Raymond | NH | 05/2024 | 08/2024 |
| Target Corporation | Bedford | NH | 10/2019 | 01/2020 |
| Northeast Foods Llc | Manchester | NH | 08/2018 | 01/2019 |
| G.F. Enterprise Llc | Manchester | NH | 02/2019 | 10/2019 |
| Raymond James Financial Services, Inc. | Portland | OR | 10/2025 | Present |
| Onpoint Community Credit Union | Portland | OR | 10/2025 | Present |
| Onpoint Investment Services | Portland | OR | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Portland | OR | 10/2025 | Present |
| Nhti - Concord's Community College | Concord | NH | 08/2021 | 05/2024 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 01/2025 | 03/2025 |
| Fidelity Brokerage Services Llc | Nashua | NH | 09/2024 | 07/2025 |
| Strategic Advisers Llc | Nashua | NH | 03/2025 | 07/2025 |
1. OnPoint Investment Services Non-Investment Related Portland, Oregon DBA/Support Company Advisor Started: 10/20/2025 0 hrs per month 0 hrs during trading hrs 2. OnPoint Community Credit Union Investment Related Portland, Oregon Bank/Financial Institution Bank Associate Started: 10/20/2025 160 hrs per month 130 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-22 |
Reach out to this advisor