Best Investors
Account
Sign in
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-23 |
Branch Locations
17015 N. Scottsdale Rd. Suite 300, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Planning Services | Scottsdale | AZ | 07/2014 | 04/2017 |
| Northwestern Mutual Investment Services, Llc | Scottsdale | AZ | 11/2018 | 12/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2017 | 12/2022 |
| Lux Wealth | Washington | DC | 06/2023 | 11/2024 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 12/2024 | Present |
| Unemployed | Scottsdale | AZ | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-18 |
Reach out to this advisor