Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| MT | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-09 |
| MT | RA | APPROVED | 2025-01-10 |
| AZ | RA | APPROVED | 2025-01-03 |
Branch Locations
Tucson, AZ • United States
501 Park Drive South, Great Falls, MT 59405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tucson | AZ | 01/2019 | 09/2020 |
| Unemployed | Oro Valley | AZ | 07/2018 | 01/2019 |
| Grand Canyon University | Oro Valley | AZ | 05/2017 | 07/2018 |
| Leavett Group Southwest | Las Cruces | NM | 07/2017 | 09/2017 |
| Specialty Freight Solutions | Tucson | AZ | 08/2016 | 08/2017 |
| Pima Community College | Tucson | AZ | 08/2013 | 05/2017 |
| Benjamin F. Edwards & Company | Tucson | AZ | 09/2020 | 01/2024 |
| Xgen Holdings Llc | Anaconda | MT | 01/2024 | 11/2024 |
| Avantax Planning Partners, Inc. | Tucson | AZ | 11/2024 | 09/2025 |
| Avantax Investment Services | Dubuque | IA | 01/2025 | 09/2025 |
| Avantax Advisory Services | Tuscon | AZ | 01/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
Reach out to this advisor