Best Investors
Account
Sign in
Best Investors
Account
Sign in
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-12 |
Branch Locations
16220 N Scottsdale Rd Ste 100, Scottsdale, AZ 85254 • United States
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2015 | 01/2017 |
| Mutual Of America Life Insurance Company | Phoenix | AZ | 01/2017 | 05/2018 |
| Mutual Of America Securities Llc | Phoenix | AZ | 01/2017 | 05/2018 |
| Principal Life Insurance | Phoenix | AZ | 07/2018 | 01/2023 |
| Principal Securities Inc | Phoenix | AZ | 08/2018 | 01/2023 |
| Principal Advised Services | Phoenix | AZ | 10/2022 | 01/2023 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 01/2023 | 09/2024 |
| Pensionmark Financial Group | Santa Barbara | CA | 01/2023 | 09/2024 |
| Vensure Employer Solutions | Chandler | AZ | 11/2024 | Present |
| Alera Investment Advisors, Llc | Scottsdale | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-31 |
Reach out to this advisor