Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
125 E. 5Th St., Tucson, AZ 85705 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tuscon | AZ | 11/2005 | 08/2018 |
| Bank Of America, N.A. | Tucson | AZ | 03/2017 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 09/2025 |
| Kestra Advisory Services, Llc | Tucson | AZ | 09/2025 | Present |
| Kestra Investment Services, Llc. | Tucson | AZ | 09/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RADCLIFF PROPERTY GROUP LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2021 ADDRESS: 125 E. 5th St., Tucson AZ 85704, United States DESCRIPTION: Day to day upkeep of the property. Name: RADCLIFF FINANCIAL GROUP POSITION: Principal NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/27/2018 ADDRESS: 125 E. 5th St., Tucson AZ 85705, United States DESCRIPTION: Day to day running of the entire organization. Everything from taking the garbage out to meeting with clients to placing trades. Name: FINANCIAL ADVISOR CONSULTANT, LLC POSITION: Owner NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 440 E. Laos St., Tucson AZ 85701, United States DESCRIPTION: Talk to any other financial advisor about their options in the industry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-09 |
Reach out to this advisor