Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| CA | RA | APPROVED | 2025-04-18 |
| OR | RA | APPROVED | 2025-04-17 |
| WA | RA | APPROVED | 2025-04-17 |
Branch Locations
6785 Sw Beaverton Hillsdale Hwy, Portland, OR 97225 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Portland | OR | 12/2017 | 04/2025 |
| Target | Queen Creek | AZ | 10/2016 | 04/2017 |
| Shains Of Maine | Sanford | ME | 05/2016 | 09/2016 |
| Us Amry | Atlanta | GA | 04/2017 | 07/2017 |
| Unemployed | Gilbert | AZ | 07/2017 | 12/2017 |
| Charles Schwab Bank | Portland | OR | 12/2019 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Vancouver | WA | 04/2025 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; SANFORD, ME; POA; 12/2021; 1 HOUR PER MONTH; 0 DURING TRADING; HELP MOTHER WITH INVESTMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
Reach out to this advisor