Best Investors
Account
Sign in
Best Investors
Account
Sign in
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-12 |
Branch Locations
4722 North 24Th Street Suite 300, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Goldleaf Partners | Phoenix | AZ | 11/2015 | 10/2017 |
| Sunstreet Securities, Llc | Avondale | AZ | 11/2015 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 03/2018 | 12/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2019 | 08/2019 |
| Ameritas Investment Corp | Lincoln | NE | 02/2019 | 08/2019 |
| Unemployed | Phoenix | AZ | 11/2017 | 02/2018 |
| Arcwood Financial, Llc | Phoenix | AZ | 09/2019 | 04/2020 |
| Self | Waddell | AZ | 05/2020 | 12/2020 |
| Forusall, Inc. | Scottsdale | AZ | 01/2021 | 03/2022 |
| Forusall Advisors, Llc | Scottsdale | AZ | 02/2021 | 03/2022 |
| Pcs Retirement | Peoria | AZ | 04/2022 | 08/2023 |
| Cbiz | Independence | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
| S66 | Uniform Combined State Law Examination | 2001-05-29 |
Reach out to this advisor