Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-21 |
Branch Locations
7025 N Scottsdale Rd Ste 115 And 110, Scottsdale, AZ 85253 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 02/2015 | 04/2018 |
| Pinnacle Financial Advisors | Tempe | AZ | 10/2014 | 04/2018 |
| Andres Favela | Tempe | AZ | 02/2015 | 04/2018 |
| Seros Financial Llc | Tempe | AZ | 08/2017 | 04/2018 |
| Kestra Financial, Inc. | Phoenix | AZ | 06/2018 | 01/2019 |
| Versant Capital Management, Inc | Phoenix | AZ | 05/2019 | 01/2020 |
| Delaware North | Scottsdale | AZ | 03/2019 | 03/2019 |
| Unemployed | Phoenix | AZ | 01/2020 | 09/2020 |
| Securities America, Inc. | Phoenix | AZ | 09/2020 | 11/2021 |
| Pfg Advisors | Phoenix | AZ | 09/2020 | 11/2021 |
| Triad Advisors | Norcross | GA | 12/2021 | 11/2023 |
| Continuum Advisory, Llc | Eagle | ID | 12/2021 | 11/2023 |
| Wilde Wealth Management | Scottsdale | AZ | 11/2023 | Present |
| Clarendon 33, Llc | Phoenix | AZ | 07/2023 | Present |
| Cetera Advisors Llc | St Cloud | MN | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: CLARENDON 33, LLC, INVESTMENT RELATED: NO, ADDRESS: 3030 E CLARENDON AVE #33, PHOENIX, AZ 85016, NATURE OF BUSINESS: REAL ESTATE, START DATE:07/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL CONDO; 3. NAME OF OTHER BUSINESS: CARE 4 THE CAREGIVERS; INVESTMENT RELATED: NO; ADDRESS: 360 E CORONADO RD PHOENIX, AZ 85004; NATURE OF BUSINESS: NON PROFIT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, ANNUAL BOARD MEETINGS, PROVIDE FINANCIAL ACCOUNTABILITY, FUNDRAISING DEVELOPMENT, STRATEGIC PLANNING, AND BOARD DEVELOPMENT TO THE BOARD OF DIRECTORS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-29 |
Reach out to this advisor