Best Investors
Account
Sign in
Best Investors
Account
Sign in
Gilbert, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2023-10-18 |
| AZ | RA | APPROVED | 2020-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Nebraska Trust Company | Lincoln | NE | 05/2015 | 01/2017 |
| Lpl Financial, Llc | Tempe | AZ | 02/2017 | 11/2018 |
| Oneaz Credit Union | Tempe | AZ | 01/2017 | 11/2018 |
| Vora Wealth Management, Pllc | Flaggstaff | AZ | 11/2018 | 03/2019 |
| Birch Tree Estate Planning, Pllc | Gilbert | AZ | 12/2018 | Present |
| Harmoney Wealth, Pllc | Gilbert | AZ | 02/2020 | Present |
| Vora Wealth Management, Pllc | Flagstaff | AZ | 03/2019 | 02/2020 |
Birch Tree Estate Planning, PLLC; Yes; Gilbert, AZ; Legal Services; Owner Attorney; 12/2018; Approximately 10 hours a month; 0 during trading hours; Estate planning. Harmoney Business Consulting LLC; No; 2966 E Melody Ln Gilbert, Arizona, 85234; Business consulting; Owner; Owner; 2/27/2025; Approximately 10 hours a month; 0 during trading hours; Provide expert advice and strategies to businesses, helping them identify problems, develop solutions, and improve their overall performance by addressing areas like operations, strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
Reach out to this advisor