Best Investors
Account
Sign in
2415 E Camelback Rd Ste 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-02 |
Branch Locations
2415 E Camelback Rd Ste 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farnam Financial | Molalla | OR | 12/2024 | Present |
| Uc Davis Medical Center | Sacramento | CA | 03/2016 | 03/2017 |
| Uc Davis Medical Center | Sacramento | CA | 05/2017 | 10/2018 |
| Legacy Meridian Park Hospital | Tualatin | OR | 10/2018 | 07/2021 |
| Wellsky | Molalla | OR | 07/2021 | 02/2025 |
| Farnam Financial | Molalla | OR | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
Reach out to this advisor