Best Investors
Account
Sign in
7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-04 |
Branch Locations
7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jorgensen Enterprises, Llc | Rigby | ID | 07/2016 | 07/2017 |
| Unemployed | Mesa | AZ | 07/2017 | 09/2017 |
| Banner Wilson | Phoenix | AZ | 09/2017 | 08/2019 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2016 | 09/2018 |
| Arizona State University | Tempe | AZ | 09/2018 | 05/2020 |
| M Group & Associates | Tempe | AZ | 08/2019 | 12/2019 |
| Minnesota Life Insurance Company | St Paul | MN | 05/2020 | 10/2022 |
| Securian Financial Services Inc | St Paul | MN | 05/2020 | 10/2022 |
| Renaissance Financial | Phoenix | AZ | 05/2020 | 10/2022 |
| Bayntree Wealth Advisors, Llc | Scottsdale | AZ | 12/2022 | Present |
RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2020 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2020 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases. PORSCHE CLUB OF AMERICA POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2021 ADDRESS: 9689 Gerwig Lane, Unit 4C/D, Columbia MD 21046, United States DESCRIPTION: I am the Sponsorship Chair for the Arizona Region of the Porsche Club of America.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
Reach out to this advisor