Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
7450 Sw Beveland St Ste 100, Portland, OR 97223-8678 • United States
9665 Sw Allen Blvd Ste 115, Beaverton, OR 97005-4809 • United States
Wilsonville, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moda Health | Portland | OR | 09/2014 | 02/2018 |
| Unemployed | Wilsonville | OR | 02/2018 | 04/2018 |
| J.P. Morgan Securities Llc | Portland | OR | 04/2019 | 04/2021 |
| J.P. Morgan Chase Bank, N.A. | Portland | OR | 04/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Tigard | OR | 04/2021 | 05/2022 |
| Ameriprise Financial Services, Llc | Portland | OR | 06/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | Portland | OR | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-17 |
Reach out to this advisor