Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-31 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities Lp | Orange | CA | 09/1999 | Present |
| Crohns Colitis Lifestyle | Hammond | WI | 10/2018 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2024 | Present |
| Jon Sheflet | Hammond | WI | 06/1990 | Present |
| Jon Sheflet | Hammond | WI | 10/2012 | Present |
1.) DESIGNS FOR WEALTH LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - HAMMOND, WI - SINCE 01/2024 - INVESTMENT RELATED 2.) JON SHEFLET - INSURANCE AGENT - NON-VARIABLE INSURANCE - HAMMOND, WI - SINCE 06/1990 - INVESTMENT RELATED 3.) JON SHEFLET - OWNER - FARMING - HAMMOND, WI - SINCE 10/2012 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-08 |
Reach out to this advisor