Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| AZ | RA | APPROVED | 2023-08-10 |
Branch Locations
2730 East Camelback Rd Ste 250, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Phoenix | AZ | 02/2020 | Present |
| Minnesota Life Insurance Company | St. Paul | MN | 02/2020 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 09/2018 | 02/2020 |
| Securian Financial Services Inc | St. Paul | MN | 02/2020 | 08/2023 |
| Sam's Club | Flagstaff | AZ | 06/2018 | 06/2019 |
| Forest Highlands Country Club | Flagstaff | AZ | 08/2017 | 11/2017 |
| Ufc Gym | La Mirada | CA | 05/2017 | 08/2017 |
| Northern Arizona University | Flagstaff | AZ | 08/2015 | 12/2018 |
| Nordstrom | Scottsdale | AZ | 06/2019 | Present |
| Renaissance Financial | Phoenix | AZ | 09/2018 | 02/2020 |
| Moutainside Fitness Acquisitions, Llc | Scottsdale | AZ | 08/2019 | 08/2019 |
| Cetera Wealth Services, Llc | Phoenix | AZ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. Nordstrom; Scottsdale, AZ; Not ins rltd; Retail Sales/Services; Employee; 08/2019-pres; 160 hrs/mo; 0 hrs/mo trading. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2020 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-05 |
Reach out to this advisor