Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-10 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
8800 N Gainey Center Dr Suite 260, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Surprise | AZ | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 06/2025 |
| Kestra Investment Services, Llc | Scottsdale | AZ | 06/2025 | Present |
| Kestra Private Wealth Services Llc | Scottsdale | AZ | 06/2025 | Present |
Name: KINGDOM PRIVATE WEALTH POSITION: Senior Registered Client Manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/19/2025 ADDRESS: 8800 N Gainey Center Dr, Suite 260, Scottsdale AZ 85258, United States DESCRIPTION: Operations and client support. Name: SHELLEY LINDSEY POSITION: Notary Public NATURE: Notary INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2026 ADDRESS: 7714 N 108th Ave, Glendale AZ 85307, United States DESCRIPTION: Notarize documents for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-19 |
Reach out to this advisor