Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
One East 22Nd Street Suite 710, Lomard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2016 | 09/2017 |
| Lpl Financial, Llc | Hoffman Estates | IL | 10/2017 | 03/2021 |
| Sequoia Wealth Management | Hoffman Estates | IL | 10/2017 | 03/2021 |
| Triad Advisors | Norcross | GA | 03/2021 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 03/2021 | 08/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 08/2024 | 04/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 05/2025 | Present |
CO-OWNER OF IRONWOOD FAMILY WEALTH ADVISORS; DBA FOR CETERA BUSINESS; CO-OWNER OF SAILE GROUP; S CORP USED TO TRACK REVENUE AND EXPENSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-29 |
Reach out to this advisor