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 | 2025-01-01 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1499 Huntington Drive Ste. 303, South Pasadena, CA 91030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Marino High School | San Marino | CA | 07/2015 | 11/2016 |
| First Allied Securities, Inc. | San Diego | CA | 04/2016 | 08/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 04/2019 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 08/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 08/2022 |
| United Planners Financial Services | Scottsdale | AZ | 08/2022 | Present |
| Brandon L. Yee | South Pasadena | CA | 08/2022 | Present |
| Brandon Yee | South Pasadena | CA | 02/2026 | Present |
1.) GUIDANT PLANNING, INC. - ASSISTANT - DBA NAME FOR MARKETING PURPOSES ONLY - SOUTH PASADENA, CA - SINCE 08/2022 - INVESTMENT RELATED 2.) BRANDON L. YEE - INSURANCE AGENT - NON-VARIABLE INSURANCE - SOUTH PASADENA, CA - SINCE 08/2022 - INVESTMENT RELATED 3.) BRANDON YEE - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SOUTH PASADENA, CA - SINCE 02/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
Reach out to this advisor