Best Investors
Account
Sign in
Best Investors
Account
Sign in
7028 E. Friess Drive, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 06/2016 | Present |
| Financial Consulting Professionals | Scottsdale | AZ | 05/2018 | Present |
| Arcwood Fninancial Llc | Phoenix | AZ | 06/2016 | Present |
| Moving Forward Advocates, Llc | Scottsdale | AZ | 03/2016 | Present |
| Moving Forward Advocates, Llc | Scottsdale | AZ | 03/2016 | Present |
1)FINANCIAL CONSULTING PROFESSIONALS, LLC - Partner - solicitation of 401(k) plan business - INVESTMENT RELATED - 11/01/2016 - AZ 2)MOVING FORWARD ADVOCATES LLC - No Title - This is an inactive busienss that I formed an LLC for in order to placemark the name - NOT INVESTMENT RELATED - 10/17/2017 - Scottsdale AZ 3)ARCWOOD FINANCIAL - Financial Advisor - Fee based planning - INVESTMENT RELATED - 08/09/2016 - Phoenix AZ 4)ARCWOOD FINANCIAL - financial advisor - selling fixed life, disablity and long term care insurance - INVESTMENT RELATED - 07/01/2016 - Phoenix AZ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
Reach out to this advisor