Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-29 |
Branch Locations
1904 W Parkside Ln Ste 100, Phoenix, AZ 85027 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silvertree Financial | Scottsdale | AZ | 07/2012 | 11/2019 |
| Voya Financial Advisors | Scottsdale | AZ | 09/2014 | 06/2021 |
| Silvertree Special Needs Planning | Scottsdale | AZ | 11/2014 | 11/2019 |
| Meridian Special Needs Planning Llc. | Phoenix | AZ | 11/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 20865 N 90TH PL STE 110; SCOTTSDALE; AZ; 85255; Fixed Insurance Sales; INDEPENDENT INSURANCE AGENT; 3/4/2013; 20; 20; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:NATHAN BUCKLES-NOTARY; No; 20865 N 90TH PL STE 110; SCOTTSDALE; AZ; 85255; NOTARY PUBLIC; NOTARY; 12/13/2017; 1; 0; NOTARIZE DOCUMENTS IN ACCORDANCE WITH AZ STATE RULES REGARDING NOTARY PUBLICS.|NAME OF ENTITY:EKA Financial, LLC.; No; 3420 E Shea Blvd Suite 200; Phoenix; AZ; 85028; tax purposes only; Owner; 1/1/2020; 0; 0; tax purposes only|NAME OF ENTITY:Meridian Special Needs Planning LLC.; Yes; 3420 E Shea Blvd Suite 200; Phoenix; AZ; 85028; Financial Services/dba; Owner; 12/13/2019; 160; 160; Provide Financial Planning services, with a focus on Special Needs Planning, and sale of insurance, securities and investment products.|NAME OF ENTITY:Meridian Estate Services LLC.; No; 3420 E Shea Blvd Suite 200; Phoenix; AZ; 85028; Legal document preparation; Owner; 1/6/2021; 40; 40; Legal document preparation, guardianship filing, provided by in house legal counsel.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
Reach out to this advisor