Best Investors
Account
Sign in
Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-29 |
| CA | RA | APPROVED | 2025-08-29 |
Branch Locations
1138 N Alma School Rd, Mesa, AZ 85201 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-12-09 |
Branch Locations
1138 N Alma School Rd Suite 201, Mesa, AZ 85201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Galloway Asset Management, Llc | Mesa | AZ | 10/2015 | 01/2020 |
| Galloway Asset Management, Llc | Mesa | AZ | 01/2020 | 12/2020 |
| Galloway Asset Management, Llc | Mesa | AZ | 01/2021 | 01/2022 |
| Galloway Asset Management, Llc | Mesa | AZ | 02/2022 | Present |
| Modern Wealth Management, Llc | Mesa | AZ | 08/2025 | Present |
I obtained an Arizona insurance license and am now licensed to sell fixed annuity products. I will continue to work for Public Safety Financial Galloway as an investment advisor, however I may occasionally (through Public Safety Financial Insurance) sell these annuity products to clients. The address for PSFI is 1138 N. Alma School Rd. #201 Mesa AZ 85201 and the telephone is 480-325-8668. I obtained my AZ insurance license on 08/25/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-14 |
Reach out to this advisor