Best Investors
Account
Sign in
Best Investors
Account
Sign in
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-01-04 |
| AZ | RA | APPROVED | 2018-05-10 |
Branch Locations
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
Fountain Hills, AZ • 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 |
|---|---|---|---|---|
| Northrock Partners, Llc | Minneapolis | MN | 10/2013 | 12/2016 |
| Releve Financial Group | Woodbury | MN | 11/2016 | Present |
1) DIVERSIFIED BROKERAGE SERVICES-DBS, 5501 EXCELSIOR BLVD, MINNEAPOLIS, MN 55416. NOT INVESTMENT RELATED, FIXED INSURANCE AGENT, 10/2013-PRESENT, 15-20 HRS/MONTH DURING TRADING. 2) LTCI PARTNERS, 100 FIELD DR, STE 140, LAKE FOREST, IL 60045. NOT INVESTMENT RELATED, LONG-TERM CARE INSURANCE AGENT, 8/2014-PRESENT. 15 HRS/MONTH DURING TRADING. 3)DISABILITY RESOURCE GROUP-DRG, 2625 W PETERSON AVE, CHICAGO, IL 60659. DISABILITY INSURANCE AGENT, 8/2014-PRESENT, 15-20 HRS/MONTH DURING TRADING. 4) dawn.dahlby.com - Owner/Founder, financial coaching and empowerment for women; 2020 to PRESENT, 4 to 6 HRS/MONTH during trading. 4) D2 Legacy, LLC, 14083 N Territory Trail, Fountain Hills AZ 85268, Not Investment Related, Real Estate (brick and mortar), CFO & Designer, Oct 2024 to Present, 30 Hrs/Mo during Trading, CFO & Designer Duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-13 |
Reach out to this advisor