Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isc Group, Inc. | Dallas | TX | 08/2013 | 11/2020 |
| Institutional Securities Corp | Dallas | TX | 11/2015 | 11/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 11/2020 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 11/2020 | 09/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | 02/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | 02/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | 02/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | 02/2026 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | 02/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 02/2026 |
| Unemployed | Dallas | TX | 03/2026 | 03/2026 |
| United Planners Financial Services | Scottsdale | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-12 |
Reach out to this advisor