Best Investors
Account
Sign in
Best Investors
Account
Sign in
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Service, Lp | San Diego | CA | 11/2012 | 11/2018 |
| Cuso Financial Services L.P. | San Diego | CA | 01/2014 | 11/2018 |
| Rio Financial Planning, Llc | Portland | OR | 03/2019 | Present |
| Unemployed | Portland | OR | 12/2018 | 03/2019 |
| Liberty Mutual | Portland | OR | 01/2020 | 05/2023 |
| Kaiser Permanente | Portland | OR | 07/2023 | Present |
I work as a Patient Financial Advisor for Kaiser Permanente. I started in January 2026. My job is not investment related. I work at 10180 SE Sunnyside Rd Clackamas, OR 97015. Kaiser Permanente is a healthcare system. I work variable hours, but 40 hours per week. I work 9 hours per week during trading hours. My job is to verify the healthcare insurance of patients that come to Kaiser Permanente's Emergency Department. This work does not present a conflict of interest in any way.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-21 |
Reach out to this advisor