Best Investors
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Account
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3066 Business Park Circle, Goodlettsville, TN 37072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-24 |
Branch Locations
2730 W Agua Fria Freeway, Suite 201, Phoenix, AZ 85027 • United States
3066 Business Park Circle, Goodlettsville, TN 37072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fred Meyer | Tumwater | WA | 05/2015 | 09/2016 |
| Sunglass Hut | Olympia | WA | 09/2016 | 06/2017 |
| Olympia Federal Savings | Olympia | WA | 05/2017 | 07/2018 |
| Ofs Financial Services | Olympia | WA | 07/2018 | 04/2019 |
| Capstone Investment Group, Llc | Olympia | WA | 04/2019 | 09/2020 |
| Unemployed | Tumwater | WA | 09/2020 | 10/2020 |
| Sawston Wealth Management, Llc | Olympia | WA | 10/2020 | 02/2021 |
| Unemployed | Tumwater | WA | 02/2021 | 03/2021 |
| Dobbins Wealth Management, Pllc | Phoenix | AZ | 03/2021 | Present |
| Sageguard Financial Group, Llc | Phoenix | AZ | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-20 |
| S66 | Uniform Combined State Law Examination | 2020-07-09 |
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