Best Investors
Account
Sign in
Best Investors
Account
Sign in
5050 North 40Th Street Ste 140, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
5050 North 40Th Street Ste 140, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Phoenix | AZ | 05/2013 | Present |
| Westmark Wealth Management | Phoenix | AZ | 06/2013 | Present |
1) WESTMARK WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ARIZONA LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 06/2013; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER SELLING VARIOUS INSURANCE PRODUCTS. 3) THE PEOPLE'S FINANCE CHANNEL; NON-INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; YOUTUBE CHANNEL; CONTRIBUTOR/MANAGER; 12/2022; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; YOUTUBE CHANNEL POSTING EDUCATIONAL VIDEOS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
Reach out to this advisor