Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-02-22 |
Branch Locations
2375 East Camelback Rd Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mra Associates | Phoenix | AZ | 01/2013 | 11/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 11/2020 | Present |
Central AZ Estate Planning Council; Investment-Related: No; Address: Nature: Professional Org; Position/Title: VP & Board Member; Start: 9/1/21; Hours/Month: 2; Hours during Market Hours: 1; Duties: Board duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
Reach out to this advisor