Best Investors
Account
Sign in
Best Investors
Account
Sign in
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-03 |
| AZ | RA | APPROVED | 2016-03-25 |
Branch Locations
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • 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 |
|---|---|---|---|---|
| Wfg Investments Inc | Peoria | AZ | 08/2009 | 08/2017 |
| Clarus Wealth Advisors, Llc | Peoria | AZ | 04/2015 | Present |
| Crown Capital Securities, Lp | Orange | CA | 08/2017 | 10/2023 |
| Private Client Services | Peoria | AZ | 10/2023 | Present |
1) Clarus Wealth Advisors. 9125 W Thunderbird Road, Suite 100, Peoria, AZ 85381. RIA. 160 hrs/mo 160 during trading hrs. 2) Fixed insurance, life insurance, Bell & Assoc, Ash. 9125 W Thunderbird Road, Suite 100, Peoria, AZ 85381. Sales of fixed annuities & life products. Agent. 40 hrs/mo; 40 during trading hrs. 3) Heritage Retirement Solutions LLC. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. IAR and fixed insurance. Owner, IAR agent. 160 hrs/mo; 160 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-14 |
Reach out to this advisor