Best Investors
Account
Sign in
Best Investors
Account
Sign in
1313 Belmont Ave., Hood River, OR 97031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-15 |
| ID | RA | APPROVED | 2025-04-14 |
| WA | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED_RES | 2025-03-20 |
| OR | RA | APPROVED | 2022-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Investment Services Corp. | Milwaukie | OR | 02/2011 | 08/2017 |
| Jpmorgan Chase Bank Na | Milwaukie | OR | 02/2011 | 08/2017 |
| J.P. Morgan Securities Llc | Lake Oswego | OR | 02/2011 | 08/2017 |
| Edward Jones | St. Louis | MO | 08/2017 | 10/2022 |
| Crown Point Wealth Advisors | Hood River | OR | 10/2022 | Present |
Rental Property Type of business: residential long term rental Oregon City, OR Start date: 7/1/2017 owner Hours per week: 0 Hours during trading: 0 Maintain property Short term Rental property Type of business: Hospitality Rockaway Beach, OR Start date: 7/1/2021 Owner Hours per week: 0 Hours during trading: 0 Maintain property Insurance; investment-related; same address; life insurance and annuity business; independent representative; start date: 10/17/22; 2 hours per month both of which are during securities trading hours. Sales and service of insurance products as an independent rep of Lenz Financial Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-12 |
Reach out to this advisor