Best Investors
Account
Sign in
Best Investors
Account
Sign in
3561 E Sunrise Drive Suite 129, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-19 |
| CA | RA | APPROVED | 2020-07-23 |
| TX | RA | APPROVED_RES | 2020-07-14 |
| AZ | RA | APPROVED | 2020-05-28 |
Branch Locations
3561 E Sunrise Drive Suite 129, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.D. Mellberg Financial | Tucson | AZ | 05/2010 | 06/2019 |
| Secure Investment Management, Llc | Tucson | AZ | 09/2013 | 06/2019 |
| Secure Investment Management, Llc | Tucson | AZ | 09/2013 | 06/2019 |
| David D'ERedita, Sole Proprietor | Tucson | AZ | 05/2019 | Present |
| Scottsdale Wealth Advisory, Llc | Paradise Valley | AZ | 06/2019 | 04/2020 |
| Rise Private Wealth Advisors | Tucson | AZ | 05/2020 | Present |
Managing Member David D'Eredita has a financial affiliated business as an insurance agent. Approximately 20% of his time is spent on these activities. He may offer Clients services from those activities. As an insurance agent, he may receive separate yet typical compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-26 |
Reach out to this advisor