Best Investors
Account
Sign in
Best Investors
Account
Sign in
4120 Se International Way Suite A209, Milwaukie, OR 97222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-03-24 |
Branch Locations
4120 Se International Way Suite A209, Milwaukie, OR 97222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Milwaukie | OR | 09/2009 | Present |
| Meridian Financial Group, Inc | Portland | OR | 02/1999 | Present |
(1) 6/23/2010: REGISTERED INVESTMENT ADVISOR - MERIDIAN FINANCIAL GROUP - (HYBRID) WE PROVIDE FINANCIAL PLANS AND CHARGE AN HOURLY OR FIXED FEE. - TIME SPENT 3% - MILWAUKIE, OR. (2) 12/17/2012: DBA for LPL Business (entity for LPL business) - MERIDIAN FINANCIAL GROUP, INC. - MILWAUKIE, OR - Investment Related. (3)09/10/2024 - real - Real Estate Rental - Investment Related - Gresham, OR. - Start Date 03/13/2013 - 3 Hours Per Month/ 0 Hours During Trading (4) 09/10/2024 - Real Estate Rental - Investment Related - Gresham, OR. - Start Date 07/11/2013 - 3 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
Reach out to this advisor