Best Investors
Account
Sign in
Best Investors
Account
Sign in
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-11 |
| WA | RA | APPROVED | 2016-09-01 |
Branch Locations
811 Sw 6Th Avenue Suite 1000, Portland, OR 97204 • United States
610 Esther Street Suite 100, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 05/2014 | 12/2017 |
| First Pacific Financial | Vancouver | WA | 08/2016 | Present |
1. Licensed Insurance Agent. Maintains an insurance license with applicable state insurance commissions. Not authorized to sell insurance products or receive any commissions or receive additional compensation for the sale of insurance products to clients of First Pacific Financial. Start date: 07/2009. 2. SSMO. Investment Committee. Not investment related. 4440 SW 148th Ave Beaverton OR 97078 USA. The campus is home to the Sisters and their sponsored ministries. SSMO Ministries Corporation. Assist the sisters in working with their investment advisor. Start date: 11/2023; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 3. Our Lady of Lourdes Catholic School Commission. Not Investment Related. 4701 NW Franklin St, Vancouver, WA 98663. Start Date: April 2026. School Commissioner. Less than 5 % of time outside of securities trading hours. 0 hours during securities trading hours. Provide opinions on school operations. 4. Peace Health. Not Investment Related. Start date: 7/1/2026. Community Health Board Member. Less than 5% of time spent outside of securities trading hours. 0 hours spent during securities trading hours. Volunteer partner with Peacehealth making and supporting decisions. 5. YWCA Clark County. Start Date: 1/2020. Investment Related. Investment Committee Member. 1 hr/mnth during securities trading hours. 1 hr/mnth outside of securities trading hours. Assist the organization in investment decisions as well as communication with portfolio manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-03 |
Reach out to this advisor