Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-12-21 |
| OR | RA | APPROVED | 2023-02-13 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
Overland Park, KS • United States
Overland Park, KS • 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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 09/2009 | 11/2019 |
| Edward Jones | St Louis | MO | 11/2019 | 02/2023 |
| M Holdings Securities, Inc. | Portland | OR | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
Reach out to this advisor