Best Investors
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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-17 |
Branch Locations
5151 E Broadway Blvd, Suite 750, Tuscon, AZ 85711 • United States
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities L.L.C | Winter Park | FL | 09/2020 | 09/2022 |
| Wofford College | Spartanburg | SC | 07/2016 | 06/2020 |
| Grandsouth Bank | Greenville | SC | 01/2020 | 03/2020 |
| City Of Spartanburg | Spartanburg | SC | 06/2017 | 08/2017 |
| City Of Spartanburg | Spartanburg | SC | 06/2018 | 07/2018 |
| Kohl's Corporation | Oviedo | FL | 09/2020 | 12/2020 |
| Florida Financial Advisors | Winter Park | FL | 10/2020 | 09/2022 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 09/2022 | 11/2022 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 09/2022 | 11/2022 |
| Horizon Investments Llc | Scottsdale | AZ | 12/2022 | 03/2026 |
| Quasar Distributors, Llc | Scottsdale | AZ | 01/2023 | 03/2026 |
| Rjp Estate Planning | Tuscon | AZ | 06/2026 | Present |
| Corecap Investments, Llc | Southfield | MI | 06/2026 | Present |
| Corecap Advisors, Llc | Southfield | MI | 06/2026 | Present |
*RJP Estate Planning; Wealth Management Advisor; Insurance and Fixed Indexed Annuity Sales; approx. hours per month; approx. 80 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-05 |
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