Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-12-22 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
3179 Lakeview Plaza Lane, Prescott, AZ 86301 • 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 |
|---|---|---|---|---|
| Center Street Securities, Inc. | Prescott | AZ | 08/2015 | 12/2021 |
| Wright Wealth Management Group | Prescott | AZ | 08/2015 | 12/2021 |
| Raymond James Financial Services, Inc. | Prescott | AZ | 12/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Prescott | AZ | 12/2021 | Present |
| Desert Financial Wealth Management | Prescott | AZ | 12/2021 | Present |
| Desert Financial Credit Union | Prescott | AZ | 12/2021 | Present |
(1)Name of Business: Desert Financial Credit Union Address: 3179 Lakeview Plaza Lane, Prescott, AZ, 86301, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Desert Financial Wealth Management Address: 3179 Lakeview Plaza Lane, Prescott, AZ, 86301, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-14 |
Reach out to this advisor