Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-17 |
Branch Locations
10260 Sw Greenburg Rd Ste 1150, Portland, OR 97223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cory Mahaffey | Portland | OR | 09/2009 | 04/2019 |
| Wells Fargo Advisors Llc | Portland | OR | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 04/2019 |
| M Holdings Securities, Inc. | Portland | OR | 04/2019 | 03/2022 |
| Nylife Securities Llc | Portland | OR | 05/2022 | Present |
| New York Life Insurance Co | Portland | OR | 03/2022 | Present |
| Eagle Strategies Llc | Portland | OR | 05/2023 | Present |
[Hillsdale Condominium Association HOA; Homeowners association for my condo. ; 2403 SW Nebraska St. Portland, OR 97239; Start Date 01/2026; Role/Title: Board Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Attend board meetings, make decisions related to Condo maintenance in conjunction with other board members.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-22 |
Reach out to this advisor