Best Investors
Account
Sign in
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-16 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2800 Caballo Ranch Blvd, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Mutual, Llc | Ausitn | TX | 06/2009 | Present |
| Allegis Investment Advisors | Idaho Falls | ID | 07/2016 | 12/2017 |
| Arbor Mutual Advisors | Austin | TX | 11/2007 | 01/2017 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 11/2019 | Present |
1. 06/2009- Present; Arbor Mutual, LLC; owner; offering educational and consulting with clients on fixed insurance and annuities, non investment related; 150 hrs per month during trading hours. 2.Member of multi-family LLC; real estate investment; Start Date:2018; %of Income:1%; Hours/month: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-02 |
Reach out to this advisor