Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Vancouver | WA | 04/2017 | 09/2021 |
| Edward Jones Investments | St Louis | MO | 09/2014 | 04/2017 |
| Key Investment Services | Harrisburg | OR | 09/2021 | 09/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | 10/2023 |
| Cetera Investment Advisers Llc | Eugene | OR | 09/2022 | 10/2023 |
| Columbia Bank | Eugene | OR | 09/2022 | 03/2023 |
| Columbia Bank | Eugene | OR | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Eugene | OR | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Eugene | OR | 10/2023 | Present |
(1)Name of Business: Address: 2475 19th St, Springfield, OR, 97477, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I maintain, clean and keep up the property. (2)Name of Business: Columbia Wealth Advisors Address: 111 W 7th Ave, Eugene, OR, 97401-2622, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/12/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Associate wealth advisor Admin and advisor duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
Reach out to this advisor