Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-05-05 |
Branch Locations
16037 Sw Upper Boones Ferry Rd Suite 195, Tigard, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Lake Oswego | OR | 09/2015 | 03/2017 |
| Massmutual Life Insurance Co | Lake Oswego | OR | 07/2016 | 05/2025 |
| Mml Investors Services, Llc | Lake Oswego | OR | 03/2017 | 05/2025 |
| Osaic Wealth Inc | Tigard | OR | 05/2025 | Present |
1. NAME: KEVIN KIRKPATRICK INV REL: Y ADD: 5885 MEADOWS RD STE 850 LAKE OSWEGO OR 97035 NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH,DI OR FIXED ANNUITY BUSINESS POSITION: AGENT START DATE: 7/01/2016 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 2 2. INSURANCE PRODUCT SALES (LIFE, DISABILITY, FIXED ANNUITY SALES) POSITION: Agent NATURE: Sole proprietor brokering products to our clients from various insurance companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2015 ADDRESS: 12860 SW Watkins Ave, Tigard OR 97223, United States DESCRIPTION: We offer life insurance, disability insurance, fixed annuities through various insurance companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-27 |
Reach out to this advisor