Best Investors
Account
Sign in
Best Investors
Account
Sign in
5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| AZ | RA | APPROVED | 2024-10-30 |
Branch Locations
5680 Greenwood Plaza Blvd Suite 120, Greenwood Village, CO 80111 • United States
10429 S 51St St #245, Phoenix, AZ 85044 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Phoenix | AZ | 07/2009 | 02/2021 |
| Nations Financial Group, Inc. | Phoneix | AZ | 02/2021 | 10/2024 |
| Focused Alpha, Llc | Phoenix | AZ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-27 |
Reach out to this advisor