Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-27 |
| WA | RA | APPROVED | 2022-07-27 |
| OR | RA | APPROVED | 2017-10-30 |
Branch Locations
10500 Sw Greenburg Rd Suite 200, Portland, OR 97223 • United States
203 Se Park Plaza Dr Suite 115, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Portland | OR | 12/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-28 |
Reach out to this advisor