Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-15 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
8517 Excelsior Dr Suite 207, Madison, WI 53717 • United States
Elkhorn, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Geneva | WI | 09/2014 | 09/2023 |
| Form Wealth Advisors, Llc | Lake Geneva | WI | 09/2014 | 09/2023 |
| Proquility Private Partners, Llc | Las Vegas | NV | 09/2023 | 05/2025 |
| Simon Quick Advisors, Llc | Las Vegas | NV | 05/2025 | 04/2026 |
| Osaic Wealth Inc | Madison | WI | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
Reach out to this advisor