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 | 2025-10-16 |
Branch Locations
4949 Meadows Rd Ste 350, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Ashland | OR | 11/2015 | 05/2017 |
| Southern Oregon University | Ashland | OR | 09/2006 | 03/2017 |
| Jp Morgan Securities, Llc | Ashland | OR | 05/2017 | 09/2021 |
| Jpmorgan Chase Bank | Ashland | OR | 05/2017 | 09/2021 |
| Jpmorgan Chase Bank | Portland | OR | 09/2021 | 07/2022 |
| Jp Morgan Securities, Llc | Portland | OR | 09/2021 | 07/2022 |
| Ameriprise Financial Services, Llc | Portland | OR | 07/2022 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 06/2024 | 10/2025 |
| Bmo Harris Bank | Lake Oswego | OR | 10/2025 | Present |
| Lpl Financial Llc | Lake Oswego | OR | 10/2025 | Present |
1) 10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-29 |
Reach out to this advisor