Best Investors
Account
Sign in
Best Investors
Account
Sign in
20551 North Pima Road Suite 200, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-26 |
Branch Locations
20551 N. Pima Road, Suite 200, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2009 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Seattle | WA | 08/2010 | 06/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2014 | 06/2021 |
| Consilio Wealth Advisors, Llc | Scottsdale | AZ | 06/2021 | 06/2025 |
| Vitals Ai | Scottsdale | AZ | 11/2025 | 04/2026 |
| Valence Wealth, Llc | Scottsdale | AZ | 06/2026 | Present |
| Sonoran Ridge Capital | Scottsdale | AZ | 07/2025 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH Valence Wealth for insurance PRODUCTS sold. 2. Mr. Donohue is President of Sonoran Ridge Capital - a holding company used for investment purposes only. It is not currently an active business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-19 |
Reach out to this advisor