Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-20 |
Branch Locations
8800 Se Sunnyside Rd, Ste 108N, Clackamas, OR 97015 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lake Oswego | OR | 07/2012 | 10/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Beaverton | OR | 07/2012 | 10/2018 |
| Bni-Northwest Success Connections | Beaverton | OR | 10/2015 | 09/2016 |
| Bni- Business Network International | Beaverton | OR | 10/2015 | 09/2016 |
| Yakima Craft Brewing Co Dba Hop Capital Brewing Co | Yakima | WA | 12/2016 | 03/2023 |
| Bni-Business Network International | Beaverton | OR | 10/2016 | 10/2017 |
| Lpl Financial Llc | Clackamas | OR | 11/2025 | Present |
| Self Employed | Beaverton | OR | 03/2023 | 04/2024 |
| Unemployed | Beaverton | OR | 04/2024 | 01/2026 |
1. 03/2026 - Arbor Station Townhome HOA - Non-Profit Board Member - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Beaverton, OR, 97003 - OBA Start Date: 03/01/2024. 2. 03/2026 - Paulsen-Belding Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 01/05/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-04 |
Reach out to this advisor