Best Investors
Account
Sign in
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-02-06 |
Branch Locations
4365 E. Pecos Road, Suite 122, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2014 | 01/2018 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2014 | 01/2018 |
| Securities America, Inc. | Gilbert | AZ | 01/2018 | 06/2024 |
| Pfg Advisors | Gilbert | AZ | 01/2018 | Present |
| Osaic Wealth, Inc. | Gilbert | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Abeg | Gilbert | AZ | 01/2017 | Present |
| Ann Brogan Martin - Insurance Sales | Gilbert | AZ | 01/2018 | Present |
| Priority Financial Group | Peoria | AZ | 01/2018 | Present |
| Brogan Martin Holdings | Gilbert | AZ | 03/2023 | Present |
1.) BROGAN MARTIN HOLDINGS - Owner - Real Estate Sales/Rental Properties/Property Management - Gilbert AZ - Since 03/15/2023 - INVESTMENT RELATED: Yes 2.) FANDANGO TRUST - Trustee - Estate Planning - Gilbert AZ - Since 06/01/2024 - INVESTMENT RELATED: No 3.) BNI - Member - Networking Group - Queen Creek AZ - Since 05/31/2013 - INVESTMENT RELATED: Yes 4.) ANN BROGAN MARTIN - Insurance Agent - Non-Variable Insurance - Gilbert AZ - Since 01/01/2018 - INVESTMENT RELATED: Yes 5.) APRICITY WEALTH MANAGEMENT - Owner/Financial Advisor - DBA Name for Marketing Purposes Only - Gilbert AZ - Since 01/01/2018 - INVESTMENT RELATED: Yes 6.) PRIORITY FINANCIAL GROUP - Financial Advisor - Registered Investment Advisor - Peoria AZ - Since 01/01/2018 - INVESTMENT RELATED: Yes 7.) ABEG - Owner - Not currently being used but was established several years ago at our CPAs suggestion - Gilbert AZ - Since 01/01/2017 - INVESTMENT RELATED: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-28 |
Reach out to this advisor