Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-21 |
| AZ | RA | APPROVED | 2022-05-18 |
Branch Locations
11165 N La Canada Dr Ste 155, Oro Valley, AZ 85737 • United States
7394 S. Nexus Road, Tucson, AZ 85747 • United States
801 E. Speedway, Tucson, AZ 85708 • United States
8290 N Cortaro Road, Tucson, AZ 85743 • United States
3125 E Valencia Rd, Tucson, AZ 85706 • United States
2480 N Arcadia Avenue, Tucson, AZ 85712 • United States
550 W. Magee Road, Tucson, AZ 85704 • United States
15250 N Oracle Road Suite 150, Tucson, AZ 85739 • United States
218 S Sumner Street, Tombstone, AZ 85638 • United States
4850 S Landing Way Suite 110, Tucson, AZ 85714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Distributors, Llc | Tucson | AZ | 04/2015 | 08/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2019 | Present |
| Cuna Mutual Group | Waverly | IA | 08/2019 | Present |
| Lpl Financial Llc | Tucson | AZ | 05/2022 | Present |
1. 05/19/2022 - Vantage West Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading 2. 08/18/2023 - Vantage West Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/11/2023 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-28 |
Reach out to this advisor