Best Investors
Account
Sign in
Best Investors
Account
Sign in
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-02 |
| AZ | RA | APPROVED | 2023-10-02 |
| VT | RA | APPROVED | 2023-09-28 |
| OR | RA | APPROVED | 2023-09-22 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
2415 E Camelback Road, Ste. 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Newport Beach | CA | 02/2015 | 09/2023 |
| Dynamic Wealth Advisors Dba Swenson Hughes Wealth Management | Phoenix | AZ | 09/2023 | Present |
| Swenson Hughes Wealth Management, Llc | Gilbert | AZ | 09/2023 | Present |
| United Capital Financial Advisers, Llc | Scottsdale | AZ | 01/2015 | 07/2019 |
PAUL SWENSON investment-related 3623 Crossings Drive, Ste. 324, Prescott, AZ 86305 insurance sales Licensed Insurance Agent 12/14/2012 0 hours per month 0 hours during trading Sell life insurance, health insurance, and/or annuity lines of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-23 |
Reach out to this advisor