Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-25 |
Branch Locations
14851 N. Scottsdale Rd. Suite 105, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Life Insurance Co., Inc. | Bellevue | WA | 03/2016 | 09/2016 |
| Symetra Securities Inc. | Bellevue | WA | 03/2016 | 09/2016 |
| The Retirement Solution Inc. | Redmond | WA | 09/2016 | 10/2020 |
| Retirement Income Solutions Inc. | Redmond | WA | 09/2016 | 12/2017 |
| Washington Officials Association | Renton | WA | 10/2016 | 03/2019 |
| Brighton Jones | Scottsdale | AZ | 10/2020 | 02/2022 |
| Jlfranklin Wealth Planning | Marin | CA | 02/2022 | 05/2022 |
| Versant Capital Management | Phoenix | AZ | 06/2022 | 11/2024 |
| The Colony Group, Llc | Boston | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-04 |
Reach out to this advisor