Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2020-02-03 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
11440 W. Bernardo Ct. Ste. 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Services, Inc. | San Diego | CA | 02/2016 | 02/2020 |
| San Diego Wealth Management, Llc | San Diego | CA | 04/2016 | 02/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 02/2020 | Present |
| Kathleen Lucille Lindquist | San Diego | CA | 02/2020 | Present |
| Wayne & Kathleen Lindquist Rental | Poway | CA | 02/2022 | Present |
1.) KATHLEEN LUCILLE LINDQUIST - AGENT - NON-VARIABLE INSURANCE - SAN DIEGO, CA - SINCE 02/2020 - INVESTMENT RELATED 2.) SUSTAINABLE FINANCIAL PLANNING - FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - SAN DIEGO, CA - SINCE 02/2020 - INVESTMENT RELATED 3.) WAYNE & KATHLEEN LINDQUIST RENTAL - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - POWAY, CA - SINCE 02/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-30 |
Reach out to this advisor