Best Investors
Account
Sign in
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-16 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Cave Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 08/1997 | 01/2024 |
| Charles Schwab Bank | Scottsdale | AZ | 04/2013 | 01/2024 |
| Td Ameritrade Inc. | Scottsdale | AZ | 04/2023 | 01/2024 |
| Dynamic Wealth Advisors | Phoenix | AZ | 06/2025 | Present |
| Unemployed | Phoenix | AZ | 01/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
Reach out to this advisor