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 | 2026-05-07 |
Branch Locations
975 Se Sandy Blvd Ste 210, Portland, OR 97214-2296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Lake Oswego | OR | 05/2024 | 11/2024 |
| Gregory Funding Llc | Portland | OR | 01/2022 | 10/2023 |
| Dutch Bros Llc | Portland | OR | 01/2020 | 10/2021 |
| Instacart | Portland | OR | 10/2021 | 11/2021 |
| Panera Bread | Portland | OR | 03/2019 | 05/2019 |
| Union Block Coffee House | Mcminnville | OR | 06/2019 | 08/2019 |
| Union Block Coffee House | Mcminnville | OR | 05/2018 | 08/2018 |
| Postmates | Portland | OR | 01/2018 | 12/2019 |
| Bon Appetit | Portland | OR | 01/2018 | 05/2018 |
| University Of Portland | Portland | OR | 09/2018 | 12/2018 |
| Panda Express | Mcminnville | OR | 06/2017 | 08/2017 |
| University Of Portland | Portland | OR | 08/2017 | 05/2021 |
| Unemployed | Portland | OR | 11/2023 | 05/2024 |
| Unemployed | Mcminnville | OR | 01/2014 | 06/2017 |
| The Prudential Insurance Company Of America | Lake Oswego | OR | 08/2024 | 11/2024 |
| Lpl Enterprise, Llc | Lake Oswego | OR | 11/2024 | 05/2026 |
| Lpl Financial Llc | Portland | OR | 05/2026 | Present |
| Black Rock Coffee Bar Inc. | Tigard | OR | 04/2025 | 09/2025 |
1. 05/2026 - RSMA Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 140 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
Reach out to this advisor