Best Investors
Account
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Account
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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-19 |
Branch Locations
12725 Sw 66Th Ave Suite 100, Portland, OR 97223 • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Success Wealth Management Llc | Wexford | PA | 03/2026 | Present |
| American Senior Benefits | Tigard | OR | 05/2025 | Present |
| Unemployed | Salem | OR | 03/2025 | 05/2025 |
| The Allison Inn And Spa | Newberg | OR | 09/2023 | 03/2025 |
| Gateway Canyons Resort & Spa | Gateway | CO | 03/2023 | 09/2023 |
| Blackberry Farm Llc | Walland | TN | 01/2022 | 03/2023 |
| Ted Turner Reserves | Raton | NM | 03/2021 | 01/2022 |
| Pasta Jay's | Boulder | CO | 08/2018 | 09/2020 |
| University Of Colorado Boulder Leeds School Of Business | Boulder | CO | 01/2019 | 07/2019 |
| The Warehouse Restaurant & Gallery | Colorado Springs | CO | 02/2018 | 01/2019 |
| Front Rangers Juniors Cycling | Colorado Springs | CO | 12/2014 | 06/2018 |
| Kohl's | Colorado Springs | CO | 10/2017 | 02/2018 |
| Full-Time Student | Colorado Springs | CO | 08/2005 | 10/2020 |
| Unemployed | Colorado Springs | CO | 11/2020 | 02/2021 |
American Senior Benefits; Inv Rel; Tigard, OR; ins sales and services; start 05/2025; approx 75% of time; 200 hrs/mo; 50 hrs during sec trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
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