Best Investors
Account
Sign in
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-18 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
16427 N Scottsdale Rd. #360, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | Scottsdale | AZ | 08/2024 | 01/2026 |
| Discount Tire Of America | Fort Collins | CO | 10/2023 | 08/2024 |
| University Of Northern Colorado | Greeley | CO | 01/2022 | 03/2023 |
| U.S. Army | Fort Campbell | KY | 08/2017 | 04/2021 |
| Flowing Wells High School | Tucson | AZ | 08/2013 | 05/2017 |
| University Of Northern Colorado | Greeley | CO | 04/2021 | 05/2023 |
| Colorado State University | Fort Collins | CO | 05/2023 | 08/2023 |
| Trilogy Financial | Scottsdale | CA | 01/2026 | Present |
1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
Reach out to this advisor