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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-04-22 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Tempe | AZ | 06/2015 | 03/2018 |
| Allstate Insurance Company | Northbrook | IL | 03/2018 | 04/2021 |
| Allstate Distributors Llc | Northbrook | IL | 03/2018 | 04/2021 |
| United Planners Financial Services | Scottsdale | AZ | 04/2021 | Present |
1.) INSURANCE LICENSE - AGENT - LIFE INSURANCE LICENSE - BUCKEYE, AZ - SINCE 04/15/2008 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
Reach out to this advisor