Best Investors Account Sign in
Inactive

Nicholas Westly

Rubicon Global Group, Rubicon Global Advisors

Portland, OR

Claim This Profile
Current Employers
Rubicon Global Group, Rubicon Global Advisors

7100 Sw Hampton St Suite 202, Portland, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-01
  • OR RA
    APPROVED
    Since 2026-07-01

Branch Locations

7100 Sw Hampton St Suite 202, Portland, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Student Portland OR 08/2023 Present
Leaf & Cole, Llp San Diego CA 10/2020 10/2023
Full-Time Student San Diego CA 09/2019 06/2020
Armanino, Llp Los Angeles CA 02/2019 04/2019
Unemployed Los Angeles CA 10/2018 02/2019
Grant Thornton, Llp Los Angeles CA 06/2018 10/2018
Full-Time Student San Luis Obispo CA 09/2014 06/2018
Unemployed Los Angeles CA 04/2019 09/2019
Unemployed San Diego CA 06/2020 10/2020
  • 08/2023 → Present
    Full-Time Student
    Portland, OR
  • 10/2020 → 10/2023
    Leaf & Cole, Llp
    San Diego, CA
  • 09/2019 → 06/2020
    Full-Time Student
    San Diego, CA
  • 02/2019 → 04/2019
    Armanino, Llp
    Los Angeles, CA
  • 10/2018 → 02/2019
    Unemployed
    Los Angeles, CA
  • 06/2018 → 10/2018
    Grant Thornton, Llp
    Los Angeles, CA
  • 09/2014 → 06/2018
    Full-Time Student
    San Luis Obispo, CA
  • 04/2019 → 09/2019
    Unemployed
    Los Angeles, CA
  • 06/2020 → 10/2020
    Unemployed
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor