Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-02 |
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 |
|---|---|---|---|---|
| Usaa Investment Management Company | Phoenix | AZ | 09/2014 | 04/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2020 | 12/2022 |
| Usaa Bank | Phoenix | AZ | 04/2019 | 06/2020 |
| Edward Jones | St. Louis | MO | 12/2022 | 06/2024 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 12/2025 | Present |
| Usaa Bank | Phoenix | AZ | 09/2024 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 12/2025 | Present |
(1)Name of Business: Desert Financial Wealth Management Address: 148 N 48th St Fl 5, Phoenix, AZ, 85034-1900, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I will serve as an AVP of Wealth Management within Desert Financial Services .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-29 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
Reach out to this advisor