Best Investors
Account
Sign in
7470 Center St, Mentor, OH 44060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-01-31 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
7470 Center St, Mentor, OH 44060 • United States
5203 Juan Tabo Boulevard, Albuquerque, NM 87111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 09/2022 | 04/2023 |
| Flandermeyer Financial, Llc | Albuquerque | NM | 07/2021 | 08/2022 |
| Aptive Enviromental Llc | Provo | UT | 07/2017 | 09/2021 |
| Weedman | Rexburg | ID | 04/2021 | 05/2021 |
| Vivint Inc | Provo | UT | 08/2017 | 12/2017 |
| Carpenter And Associates | Albuquerque | NM | 01/2017 | 04/2017 |
| N/A | Albuqerque | NM | 01/2015 | 12/2016 |
| Brigham Young University | Rexburg | ID | 01/2017 | 09/2022 |
| Private Client Services, Llc | Albuquerque | NM | 05/2023 | Present |
| Lakeridge Wealth Management Llc | Albuquerque | NM | 05/2023 | Present |
Shae Saxton is dually-registered as an investment advisor representative with Lakeridge Wealth Management LLC since 05/2023 and as a Registered Representative with Private Client Services ("PCS") since 05/2023. Business is conducted from 5203 Juan Tabo Boulevard, Suite 2C, Albuquerque, NM, 87111. Approximately 90% of Mr. Saxton's time is for services as an investment advisor representative and the balance as a registered representative. Lakeridge Wealth and are not affiliated. Life and Disability and Long-Term Care Insurance. 5203 Juan Tabo Blvd NE, Suite 2C, Albuquerque, NM 87111. Various insurance companies to be used for insurance as needed for clients. Insurance Sales. 4 hrs/mo; 4 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
Reach out to this advisor