Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2013-01-02 |
Branch Locations
9400 Sw Beaverton Hillsdale Hwy #250, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2013 | Present |
| Multiplan Financial Services, Inc. | Portland | OR | 01/2013 | Present |
1. Vice-President, MultiPlan Financial Services, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 1992; 25% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 8/13/2012; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Shared office space with Commonwealth affiliated advisor; as of 08/09/2017; approximately 0% time spent during securities trading hours per month; conducted at branch location; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
Reach out to this advisor