Best Investors
Account
Sign in
Best Investors
Account
Sign in
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-22 |
| NM | RA | APPROVED | 2020-11-02 |
Branch Locations
320 Osuna Rd Ne Unit G-1, Albuquerque, NM 87107 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 01/2014 | 02/2017 |
| Bank Of America, N.A. | Albuquerque | NM | 01/2014 | 02/2017 |
| Crown Capital Securities, L.P. | Orange | CA | 02/2017 | 10/2020 |
| Cross State Financial Group, Llc | Littleton | CO | 02/2017 | 10/2020 |
| Trek Financial | Scottsdale | AZ | 11/2020 | Present |
Omnivelis Financial, Scottsdale, AZ, provide financial advisory services, owner, Since 02/2022, 40 hours per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
Reach out to this advisor