Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-05-26 |
| OR | RA | APPROVED | 2023-05-23 |
| TX | RA | APPROVED | 2023-05-01 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
4949 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
Oregon City, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Lake Oswego | OR | 05/2006 | Present |
| Umpqua Bank | Portland | OR | 02/2017 | 04/2019 |
| Steward Partners Global Advisory, Llc | Lake Oswego | OR | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Lake Oswego | OR | 05/2023 | Present |
OREGON FISHING CLUB; FISHING CLUB; OREGON; LANDOWNER; LEASE LAND FOR FISHING ACCESS; 4/1/2014; 0 HRS/WEEK; 0 HRS DURING TRADING HRS; NOT INVESTMENT-RELATED. STEWARD PARTNERS GLOBAL ADVISORY LLC; FINANCIAL SERVICES DBA; LAKE OSWEGO; EMPLOYEE; INVESTMENT ASSOCIATE; 04/23/2021; 0 HRS/MO; 0 HRS/MO DURING TRADING; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
Reach out to this advisor