Best Investors
Account
Sign in
Best Investors
Account
Sign in
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-30 |
| CA | RA | APPROVED | 2025-05-22 |
| NY | RA | APPROVED | 2025-05-22 |
Branch Locations
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
580 California Street Suite 2000, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chequers Financial Management, Llc | San Francisco | CA | 08/2015 | 11/2017 |
| Avensby Llc | Phoenix | AZ | 11/2017 | 08/2018 |
| Kayne Anderson Rudnick | San Francisco | CA | 08/2018 | 07/2019 |
| Svb Wealth Llc | San Francisco | CA | 07/2019 | 03/2025 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 05/2025 | Present |
1) Rockwell Owners Association; Not Investment-Related; 1688 Pine Street, San Francisco, CA 94109; Homeowners Association; Treasurer; 5/17/2023; 5 hours/month; Payment and tax return approvals, general HOA duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-16 |
| S66 | Uniform Combined State Law Examination | 2013-11-05 |
Reach out to this advisor