Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crocker Assembly Of God | Crocker | MO | 10/2015 | 11/2018 |
| Country Capital Management Company | Bloomington | IL | 03/2016 | 05/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 05/2017 | 06/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2017 | 10/2023 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 06/2017 | 10/2023 |
| First Command Insurance Service, Inc. | Fort Worth | TX | 06/2017 | 10/2023 |
| Lincoln Financial Advisors | Waco | TX | 10/2023 | 01/2025 |
| Osaic Wealth, Inc. | Waco | TX | 01/2025 | Present |
1) ANCLE EVANS, LLC 6329 ELEPHANT BUTTE DR., WACO, TX 76708 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: I USE THIS LLC FOR ACCOUNTING AND TAX PURPOSES ONLY. START DATE: 11/1/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-01 |
Reach out to this advisor