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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-14 |
| FL | RA | APPROVED | 2026-01-13 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Spring Hill, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | St. Louis | MO | 09/2014 | 10/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 09/2014 | 10/2019 |
| Unemployed | St. Louis | MO | 10/2019 | 11/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | St. Louis | MO | 12/2019 | 12/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 01/2021 | 04/2022 |
| Unemployed | Spring Hill | FL | 05/2022 | 05/2024 |
| Southland Equity Partners Llc | Spring Hill | FL | 05/2024 | 01/2026 |
| Osaic Wealth, Inc. | Wildwood | MO | 07/2024 | 01/2026 |
| United Planners | Scottsdale | AZ | 01/2026 | Present |
| Michelle Best | Charlotte | NC | 09/2022 | Present |
1.) MICHELLE BEST - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHARLOTTE, NC - SINCE 09/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-26 |
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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