Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2025-08-26 |
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wjs Wealth Management | Brookfield | WI | 04/2015 | 05/2019 |
| Woodbury Financial Services Inc | Brookfield | WI | 08/2015 | 05/2019 |
| Legacy Wealth Alliance | Tempe | AZ | 05/2019 | 04/2022 |
| Lincoln Financial Securities, Inc | Tempe | AZ | 05/2019 | 09/2021 |
| Royal Alliance Associates, Inc. | Tempe | AZ | 09/2021 | 04/2022 |
| Lincoln Financial Advisors Corportation | Irvine | CA | 04/2022 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1. CONTINUUM CONSULTING GROUP POSITION: Financial Planner/Investment Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 167 SECURITIES TRADING HOURS: 167 START DATE: 05/02/2022 ADDRESS: 18400VonKarmanAve, #450, Irvine CA 92612, United States DESCRIPTION: Financial planner: build and implement on financial plans including ongoing monitoring Investment specialist: manage CCG's internal investment process and implementation 2. DL FINANCIAL SERVICES POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 9701 Brader Way, Suite 102, Madison WI 53562, United States DESCRIPTION: Manage a handful of investment portfolios for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-19 |
Reach out to this advisor