Best Investors
Account
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Best Investors
Account
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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| CA | RA | APPROVED | 2020-01-29 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
3110 Camino Del Rio S. Suite 218, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield | IL | 09/2014 | 10/2017 |
| Horace Mann Companies | Springfield | IL | 05/2016 | 10/2017 |
| Aig Direct | San Diego | CA | 10/2017 | 11/2018 |
| Western Southern Life | San Diego | CA | 12/2018 | 01/2020 |
| W&S Brokerage Services | Cincinnati | OH | 01/2019 | 01/2020 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 01/2020 | Present |
INDEPENDENT INSURANCE SALES; INVESTMENT-RELATED; SAN DIEGO, CA; AGENT; 2020; APPROX. 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-03 |
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