Best Investors
Account
Sign in
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-02-24 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russ Lyon Sotheby'S | Scottsdale | AZ | 03/2010 | 05/2017 |
| Client One Securities, Llc | Scottsdale | AZ | 02/2012 | 08/2017 |
| Sii Investments, Inc. | Scottsdale | AZ | 08/2017 | 02/2018 |
| Lpl Financial Llc | Scottsdale | AZ | 02/2018 | 02/2020 |
| Ta-Check Financial | Scottsdale | AZ | 02/2018 | 02/2020 |
| Trajan Wealth, Llc | Scottsdale | AZ | 02/2020 | Present |
1. MUNO, LLC - Not Investment Related - 8601 E San Daniel Dr Scottsdale, AZ 85258 - 02/14/2018- Other - For-Profit Business - Owner. 2. DIAMOND LAKE ESTATE, L.L.C - Not Investment Related - 8180 N Hayden Rd Ste D107 Scottsdale, AZ 85258-2464 - 02/14/2018 -Other - For-Profit Business - Owner. 3. DELCOA INC - Not Investment Related - 8314 N 85th Pl Scottsdale, AZ 85258-2520 02/14/2018 Other - For-Profit Business - Owner. 4. REALTOR, Investment Related: YES - 8601 EAST SAN DANIEL DR. SCOTTSDALE, AZ 85258, REAL ESTATE AGENT, INVESTMENTS, 1999, 10/1/2018 ,UNDER 5 HOURS/MONTH, LESS THAN 1 HR DURING TRADING HOURS, REAL ESTATE SALES, LEASING. 5. INSURANCE AGENT, INVESTMENT RELATED: YES, At Reported Business Location(s) Non-Variable Insurance - Start Date: 09/15/2018 - 15 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-16 |
Reach out to this advisor