Best Investors
Account
Sign in
Best Investors
Account
Sign in
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-04-26 |
Branch Locations
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Human Investing | Lake Oswego | OR | 01/2017 | Present |
| Lady Hill Winery | St. Paul | OR | 11/2012 | 12/2016 |
Name/address of business: St. Patrick Catholic Church, 1623 NW 19th Ave, Portland OR 97209 Investment related? No Nature of business: Church Position/title: Wedding coordinator Start date: June 2021 Hours per month: 3-6 (none during securities trading hours) Duties: Assist couples at my parish with their wedding ceremony and coordinate with pastor/celebrant. Name/address of business: Beautycounter, Newberg, Oregon Investment related? No Nature of business: Online retailer/beauty products Position/title: Consultant Start date: October 2019 Hours per month: 2-4 (none during securities trading hours) Duties: Affiliate link marketing, earn commission via direct sales of product.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
Reach out to this advisor