Best Investors
Account
Sign in
Best Investors
Account
Sign in
Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2019 | 01/2021 |
| All Pro Djs | Gilbert | AZ | 01/2016 | Present |
| Iridescent Capital Management Llc | Phoenix | AZ | 12/2024 | Present |
| Bank Of America | Phoenix | AZ | 01/2021 | 08/2021 |
| Rrd | Phoenix | AZ | 08/2021 | 02/2023 |
| Annexus | Phoenix | AZ | 02/2023 | Present |
| Iridescent Tax Management Llc | Phoenix | AZ | 01/2025 | Present |
| 1942 W Busoni Pl Holdings Llc | Phoenix | AZ | 09/2023 | Present |
| 2226 E Huntington Dr Holdings Llc | Phoenix | AZ | 10/2021 | Present |
- Name of other business: Iridescent Tax Management LLC - Investment-related: No - Address: 1942 W Busoni Pl Phoenix, AZ 85023 - Nature of the other business: Tax Preparation Services - Position/title/duties: Owner - Start date: 01/2025 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: 1942 W Busoni Pl Holdings LLC - Investment-related: No - Address: 1942 W Busoni Pl Phoenix, AZ 85023 - Nature of the other business: Rental Property - Position/title/duties: Property Owner and Manager - Start date: 09/2023 - Approximate number of hours/month devoted to the other business: 2 - Number of hours devoted during securities trading hours: 0 - Name of other business: Annexus - Investment-related: Yes - Address: 1445 Ross Ave 40th Floor, Dallas, TX 75202 - Nature of the other business: Insurance Distribution - Position/title/duties: Product Manager - Start date: 02/2023 - Approximate number of hours/month devoted to the other business: 160 - Number of hours devoted during securities trading hours: 4.5 - Name of other business: 2226 E Huntington Dr Holdings LLC - Investment-related: No - Address: 1942 W Busoni Pl Phoenix, AZ 85023 - Nature of the other business: Rental Property - Position/title/duties: Property Owner and Manager - Start date: 10/2021 - Approximate number of hours/month devoted to the other business: 2 - Number of hours devoted during securities trading hours: 0 - Name of other business: All Pro DJs - Investment-related: No - Address: 1942 W Busoni Pl Phoenix, AZ 85023 - Nature of the other business: DJ Services - Position/title/duties: Wedding DJ - Start date: 01/2016 - Approximate number of hours/month devoted to the other business: 16 - Number of hours devoted during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-30 |
Reach out to this advisor