Best Investors
Account
Sign in
Bend, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-03-01 |
Branch Locations
Keizer, OR • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Strategic Financial Partners, Ltd. | Lake Oswego | OR | 10/2011 | 12/2020 |
| Strategic Financial Partners, Ltd. | Bend | OR | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-03 |
Reach out to this advisor