Best Investors
Account
Sign in
Best Investors
Account
Sign in
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-11 |
Branch Locations
1910 S. Stapley Drive, Mesa, AZ 85204 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Advisory Services Llc | Phoenix | AZ | 01/2011 | 03/2019 |
| Ameriprise Financial Services, Llc | Phoenix | AZ | 03/2019 | 03/2020 |
| Bedrock Investment Advisors | Phoenix | AZ | 03/2020 | 03/2021 |
| Ethos Technologies | Phoenix | AZ | 01/2021 | 04/2024 |
| Bedrock | Phoenix | AZ | 03/2020 | 03/2021 |
| Snp Financial Advisors | Mesa | AZ | 03/2021 | 05/2024 |
| Whitney & Associates | Mesa | AZ | 04/2023 | Present |
| Altitude Capital Management | Mesa | AZ | 05/2024 | Present |
1) INSURANCE AGENT - INVESTMENT RELATED; MESA, ARIZONA; INSURANCE SALES; 2021; DEVOTES 30 HOURS PER MONTH DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-12 |
Reach out to this advisor