Best Investors
Account
Sign in
421 Se Washington Street, Hillsboro, OR 97123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED | 2022-03-08 |
Branch Locations
421 Se Washington Street, Hillsboro, OR 97123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Salem | OR | 01/2016 | 09/2020 |
| Financial Advocates Investment Management | Hillsboro | OR | 09/2020 | 03/2022 |
| Pace Financial Advisors, Inc. | Hillsboro | OR | 02/2022 | Present |
| Lpl Financial Llc | Hillsboro | OR | 09/2022 | Present |
1. 09/06/2022 - PACE FINANCIAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ HILLSBORO, OR 2. NAME OF OTHER BUSINESS: MOUNTAIN TOP ORCHARDS, LLC; INVESTMENT RELATED: NO; ADDRESS OF OTHER BUSINESS: 265 NE WILCOX STREET, HILLSBORO, OR; NATURE OF BUSINESS: ORCHARD; POSITION: OWNER; START DATE: 01/2020; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS PER MONTH DURING TRADING HOURS: 0; DUTIES: OWNER AND MANAGER. 3. 09/29/2022 - Pace Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 01/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Pace Financial Advisors, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-19 |
Reach out to this advisor