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 |
|---|---|---|---|
| LA | RA | APPROVED | 2020-07-20 |
| TX | RA | APPROVED | 2020-07-14 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Austin | TX | 11/2003 | 07/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 07/2020 | Present |
| Edward S Kozun Iii | Austin | TX | 11/2003 | Present |
| Dunham Trust Co | Austin | TX | 09/2007 | Present |
1.) EDWARD S KOZUN III - PRESIDENT - NON-VARIABLE INSURANCE - AUSTIN, TX - SINCE 11/2003 - INVESTMENT RELATED 2.) KOZUN CAPITAL MANAGEMENT - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - AUSTIN, TX - SINCE 11/2003 - INVESTMENT RELATED 3.) DUNHAM TRUST CO - REFERRING AGENT - REFERRAL PROGRAM - AUSTIN, TX - SINCE 09/2007 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
Reach out to this advisor