Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| AZ | RA | APPROVED | 2018-09-12 |
Branch Locations
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monheit Financial Group | Sun City West | AZ | 06/2011 | 08/2018 |
| Monheit Zongolowicz Frisch, Cpas | Sun City West | AZ | 06/2011 | 08/2018 |
| 1St Global Capital Corp. | Sun City West | AZ | 06/2012 | 08/2018 |
| 1St Global Advisors Inc. | Sun City West | AZ | 06/2012 | 08/2018 |
| Ameriprise Financial Services, Inc. | Peoria | AZ | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Peoria | AZ | 03/2020 | Present |
Other Business Activities; Young Living Essential Oils; They sell essential oils, diffusers and other related products at discounted rates to members and full retail price to non-members. I periodically purchase products for my personal use.; 1538 W. Sandalwood Dr., , Dr. Lehi, UT, 84043; Not Investment-Related; 06/15/2015; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-18 |
Reach out to this advisor