Best Investors
Account
Sign in
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| CA | RA | APPROVED | 2018-11-08 |
Branch Locations
3300 Douglas Blvd Suite 150, Roseville, CA 95661 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 10/2018 | Present |
| Capitol Planning Group | Sacramento | CA | 01/2016 | Present |
1)INSURANCE SALES; SACRAMENTO, CA; SINCE 01/2016; APPROX. 80 HOURS/MO DURING TRADING HOURS; SELL INSURANCE PRODUCTS. 2)CAPITOL PLANNING GROUP; NON- INVESTMENT RELATED - 3300 DOUGLAS BOULEVARD SUITE 150 ROSEVILLE, CA; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES USING 3RD PARTY ENCORE ESTATE; DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
Reach out to this advisor