Best Investors
Account
Sign in
Best Investors
Account
Sign in
12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-18 |
| CO | RA | APPROVED | 2024-04-17 |
| CA | RA | APPROVED | 2020-09-02 |
| AZ | RA | APPROVED | 2017-09-13 |
Branch Locations
12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oro Valley | AZ | 02/2010 | 01/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 01/2017 | 01/2018 |
| Nrg Wealth Management | Oro Valley | AZ | 02/2010 | Present |
(1) No Business Name - Real Estate Rental - Investment Related - Home Based - Start OCT 2005 - 3 Hr/Mo; 0 Hour(s) During Securities Trading - I own rental properties in Richmond, VA. I manage tenants, contractors and lease renewals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 1994-01-04 |
Reach out to this advisor