Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-25 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
751 Rockville Pike Suite 6B, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Co. | Columbus | OH | 06/1988 | 08/2019 |
| Nationwide Advisory Services, Inc. | Annapolis | MD | 07/1990 | 08/2019 |
| Nationwide Securities, Llc | Columbus | OH | 07/1990 | 08/2019 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 08/2019 | Present |
| R&G Insurance Associates Inc | Rockville | MD | 01/1999 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
Reach out to this advisor