Best Investors
Account
Sign in
Best Investors
Account
Sign in
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED_RES | 2022-05-10 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Advisors, Inc. | Clackamas | OR | 02/2016 | Present |
| R & R 419, Inc. | Clackamas | OR | 09/2018 | Present |
| Security First Advisors, Inc. | Portland | OR | 11/2023 | 03/2025 |
R & R 419, Inc.; Investment related; 9200 SE Sunnyside Boulevard, #170, Clackamas, OR; tax related pass through entity for managing income and expenses associated with my role with Pinnacle Wealth Advisors, Inc. and insurance business I conduct in my individual capacity as a licensed insurance agent; President; September 2018 - Present; 10 HOURS PER MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-11 |
Reach out to this advisor