Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-13 |
Branch Locations
116 Ne Manzanita Avenue, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grown Rogue | Medford | OR | 10/2021 | 10/2025 |
| Carson Team | Medford | OR | 03/2021 | 10/2021 |
| Asante Health System | Medford | OR | 11/2020 | 03/2021 |
| Lithia Motors | Medford | OR | 01/2020 | 11/2020 |
| Carson Team | Eugene | OR | 06/2018 | 01/2020 |
| The Duck Store | Eugene | OR | 02/2018 | 12/2018 |
| Swanson Group | Springfield | OR | 07/2016 | 06/2017 |
| Student | Eugene | OR | 09/2015 | 06/2019 |
| Oregon Pacific Financial Advisors | Medford | OR | 07/2025 | Present |
| United Planners Financial Services | Scottsdale | AZ | 07/2025 | Present |
| Avery Martin | Medford | OR | 10/2025 | Present |
1.) MARTIN WEALTH MANAGEMENT LLC - SOLE MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - CENTRAL POINT, OR - SINCE 10/2025 - INVESTMENT RELATED 2.) OREGON PACIFIC FINANCIAL ADVISORS - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - 10/2025 - INVESTMENT RELATED 3.) AVERY MARTIN - LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 10/2025 - INVESTMENT RELATED 4.) CENTRAL POINT SCHOOL DISTRICT 6 BUDGET COMMITTEE - MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - CENTRAL POINT, OR - SINCE 02/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
Reach out to this advisor