Best Investors
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Account
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-25 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
Tempe, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Servite | Anahiem | CA | 01/2011 | 01/2018 |
| Miguels Jr | Orange | CA | 01/2018 | 01/2019 |
| Ecoshield Pest | Orange | CA | 01/2019 | 01/2020 |
| Asu | Tempe | AZ | 01/2020 | 12/2021 |
| Pacific Advisors | Phoenix | AZ | 06/2015 | 10/2021 |
| Park Avenue Securities Llc | Phoenix | AZ | 01/2021 | 10/2021 |
| Thrivent Investment Management Inc | Scottsdale | AZ | 12/2021 | 09/2023 |
| Thrivent Financial | Scottsdale | AZ | 03/2022 | 09/2023 |
| Thrivent Financial | Scottsdale | AZ | 07/2022 | 09/2023 |
| Mml Investors Services. Llc | Scottsdale | AZ | 09/2023 | Present |
| Massmutual Life Insurance Co | Scottsdale | AZ | 09/2023 | Present |
1) NAME: THESAUROS WEALTH MANAGEMENT LLC INV REL: Y ADD: RESIDENTIAL NATURE: PASS THROUGH ENTITY FOR BUSINESS EXPENSE POSITION: MANAGING MEMBER START DATE: 12/01/2023 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGE THE BOOKS AND RECORDS 2) NAME: JOHN NAGEL INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 05/01/2025 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, LTC & FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
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