Best Investors
Account
Sign in
Best Investors
Account
Sign in
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-19 |
Branch Locations
11850 Sw 67Th Avenue Suite 100, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Standard Retirement Services, Inc. | Portland | OR | 09/2014 | 02/2018 |
| Stancorp Equities, Inc. | Portland | OR | 03/2018 | 01/2019 |
| Deschutes Investment Consulting, Llc | Portland | OR | 02/2019 | Present |
CocoGlow, LLC, 2505 SE 11th Avenue #B003, Portland, OR 97202, Co-Founder, Natural Wellness/Beauty/Supplements, Start date: 8/13/2018, 40 hours/month (16 during trading - Fridays), Shared duties with other co-owner: website maintenance, inventory production, marketing, order fulfillment, supplies, product development, participating in occasional wellness community events like pop-up shops or wellness speaking panels.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-26 |
Reach out to this advisor