Best Investors
Account
Sign in
Best Investors
Account
Sign in
9841 E Bell Rd Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-12 |
Branch Locations
9841 E Bell Rd Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Phoenix | AZ | 01/2016 | 03/2017 |
| Strategence Capital | Phoenix | AZ | 01/2016 | 03/2017 |
| Advisors' Pride | Appleton | WI | 03/2016 | 03/2017 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 03/2017 | 12/2022 |
| Heritage Family Offices, Llp | Phoenix | AZ | 12/2022 | Present |
1. 03/30/2016; BJE Properties LLC; Real Estate Rental; NOT INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 04/01/2016; Buying a home and placing it under this LLC. Unsure on the amount of renters that will be living there and how much rent they will be paying. This is the business it will be placed under though.; 3 HRS/MO; 0 HRS DURING SECS TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
Reach out to this advisor