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 | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
6720 N. Scottsdale Raod Suite 390, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2007 | 10/2025 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 10/2025 | Present |
(1)Name of Business: Southwest Wealth Strategies Address: 6720 N. Scottsdale Road Suite 390, Scottsdale, AZ, 85253, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Participate in the management and decision making of our DBA firm, related to our financial planning practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-18 |
Reach out to this advisor