Best Investors
Account
Sign in
Best Investors
Account
Sign in
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-19 |
| CO | RA | APPROVED | 2025-09-24 |
| FL | RA | APPROVED | 2025-08-20 |
| WA | RA | APPROVED | 2025-03-03 |
| OR | RA | APPROVED | 2023-11-29 |
| GA | RA | APPROVED | 2022-12-22 |
| ID | RA | APPROVED | 2021-12-01 |
| NV | RA | APPROVED | 2016-11-22 |
| CA | RA | APPROVED | 2016-07-21 |
| AZ | RA | APPROVED | 2016-02-19 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Financial Wealth Management Firm, Llc | Sedona | AZ | 03/2013 | 11/2020 |
| Wt Wealth Management Llc | Scottsdale | AZ | 12/2015 | Present |
| True Financial Wealth Management Firm, Llc | Sedona | AZ | 03/2006 | Present |
| True Financial Wealth Management Firm, Llc | Coeur D'ALene | ID | 09/2020 | 04/2024 |
| True Financial Wealth Management Firm, Llc | Tampa | FL | 04/2024 | Present |
True Financial Wealth Management Firm, LLC, Investment Related, Tampa, FL, 03/2006, Member, Owner and Vice President, 2 hours per month devoted, 0 hours per month devoted during securities trading, no activities under entity conducted just an active entity to manage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-21 |
Reach out to this advisor