Best Investors
Account
Sign in
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 | 2026-08-19 |
| KS | RA | APPROVED | 2019-07-30 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1315 Sw Arrowhead Road, Topeka, KS 66604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Senior Solutions | Topeka | KS | 02/2003 | Present |
| Foundations Investment Advisors Llc | Phoenix | AZ | 07/2019 | Present |
02/2003 - TGW Wealth Management - Investment Related - 1315 SW Arrowhead Road, Topeka, KS 66604; President, Independent Insurance Agent, Administrative Support ; Approx. 60 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
Reach out to this advisor