Best Investors
Account
Sign in
Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-18 |
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Securities Distribution Company, Inc. | Simsbury | CT | 02/2011 | Present |
| Rovin Capital | Mesa | AZ | 10/2018 | 01/2026 |
| Rovin Capital | Mesa | AZ | 10/2018 | 01/2026 |
| Heartland Financial | Phoenix | AZ | 06/2015 | 08/2018 |
| Iliad Wealth Solutions | Scottsdale | AZ | 01/2026 | Present |
ASSISTANT TO A SELLER'S AGENT-SUMMIT REAL ESTATE PROFESSIONALS-RESIDENTIAL-925 N MORRISON AVE., CASA GRANDE AZ 85122 -0 HOURS DURING SECURITIES TRADING - 3 HOURS DURING NON SECURITES TRADING - SINCE 7/2009
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-07 |
Reach out to this advisor