Best Investors
Account
Sign in
Best Investors
Account
Sign in
4525 Sw Condor Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-08 |
| WA | RA | APPROVED | 2013-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Tigard | OR | 02/2006 | Present |
| Lpl Financial, Llc | Portland | OR | 09/2009 | Present |
| Preisz Associates, Inc. | Portland | OR | 10/2007 | Present |
(1) 09/11/2014: Preisz Associates, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - 4525 SW Condor Ave. Portland OR, 97239 - Start 10/15/2010 - 40 Hr/Mo; 40 Hour(s) During Securities Trading (2) 06/25/2015: PREISZ Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 4525 SW Condor Ave., Portland, OR 97239 - Start 07/01/2015 - 25 Hr/Mo; 25 Hour(s) During Securities Trading (3) 07/21/2015: Preisz Associates, Inc. - Registered Investment Advisor DBA - DBA: (Hybrid) PREISZ Financial - Investment Related - 4525 SW Condor Ave., Portland, OR 97239 - Start 06/12/2015 - 15 Hr/Mo; 15 Hour(s) During Securities Trading (4) 11/09/2016: Preisz Financial - Non-Variable Insurance - Investment Related - 4525 SW Condor Ave. Portland OR, 97239 - Start 01/01/2016 - 0 Hr/Mo - Insurance Types: life, Health, Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-17 |
Reach out to this advisor