Best Investors
Account
Sign in
Best Investors
Account
Sign in
7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-10-13 |
| AZ | RA | APPROVED | 2020-11-19 |
Branch Locations
7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc | Palm Desert | CA | 02/2016 | 04/2017 |
| Matthew Saber | Grand Rapids | MI | 02/2016 | 04/2018 |
| Jp Morgan Chase Bank, N.A. | Phoenix | AZ | 04/2017 | 09/2020 |
| Sg Wealth Managers Llc | Scottsdale | AZ | 09/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Palm Desert | CA | 02/2016 | 04/2017 |
SG Insurance and Estate Services LLC; Address: 20808 N 27TH AVE, SUITE 2113, PHOENIX, ARIZONA 85027; Title: INSURANCE AGENT; START DATE 09/2020 Nature of Business: Selling life, disability and health insurance; The approximate number of hours per month devoted to this business: 40 HOURS PER MONTH;0 HOURS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-09 |
Reach out to this advisor