Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-17 |
Branch Locations
1702 E Highland Ave, Suite 204, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Wells Fargo | Scottsdale | AZ | 11/2013 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2013 | 03/2021 |
| Equitable Advisors Llc | New York | NY | 03/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisors Llc | Phoenix | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
Reach out to this advisor