Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sbdc/Cocc | Bend | OR | 04/2024 | 06/2024 |
| Nike | Beaverton | OR | 08/2013 | 02/2024 |
| Raymond James Financial Services, Inc. | Bend | OR | 02/2026 | Present |
| Bruno Mountain Advisory | Bend | OR | 10/2024 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Bend | OR | 02/2026 | Present |
| Freestyle Llc | Bend | OR | 06/2024 | 03/2026 |
(1)Name of Business: Bend Wealth Advisors Address: 523 NW Colorado Ave Ste 100, Bend, OR, 97703-3289, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/10/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Current: Studying for Series 7 and 66 exams\nAfter passing exams: Assist clients in long-term financial planning, which may include opening/transfer/rollover accounts, trade securities, change asset allocation etc. (2)Name of Business: Freestyle LLC Address: 61275 Victory Loop, Bend, OR, 97702, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/20/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founder of Freestyle LLC - currently keeping it active for future use. I only have business registration renewal and tax filing responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-07 |
Reach out to this advisor