Best Investors
Account
Sign in
Best Investors
Account
Sign in
530 Technology Drive Ste 100, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-18 |
Branch Locations
530 Technology Drive Ste 100, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dudley Foundation | Portland | OR | 01/1994 | Present |
| Boston Private Wealth Llc | Beverly Hills | CA | 01/2016 | 07/2019 |
| Congress Wealth Management, Llc | Rancho Santa Fe | CA | 07/2019 | 09/2020 |
| Congress Wealth Management, Llc | Costa Mesa | CA | 09/2020 | 05/2022 |
| Filigree Wealth Advisors, Llc | Irvine | CA | 03/2022 | Present |
(1) ModalityDX, Not investment related, 2345 NE Overlook Dr.,Suite #140,Hillsboro, OR 97006 Medical Device Interim CEO & Chairman of the Board 2012 32 hours Board activities (2) Covidyx, Inc., Not investment related, 2345 NE Overlook Dr.,Suite #140,Hillsboro, OR 97006 Medical Device Chairman of the Board 2019 10 hours Board activities (3) President and Founder of Chris Dudley Foundation. Foundation has been providing resources, camps and education for those living with Type 1 Diabetes. (4) In January 2026, Mr. Dudley declared that he is running for Governor of Oregon. During his candidacy, Mr. Dudley is taking a leave of absence from Filigree Wealth Advisors in order to concentrate on his campaign. Not investment-related. (5) Mr. Dudley is a Member/Manager of Rip City Forever LLC. The purpose of the LLC is to bring public awareness to the social, strategic and economic benefits of having a National Basketball Association franchise (The Portland Trailblazers) remain in Portland, OR. (6) Mr. Dudley is a Member/Manager of Live Heads Up, LLC. Live Heads Up is a brand that promotes the benefits of living a life with optimism and grit.
Reach out to this advisor