Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| FL | RA | APPROVED | 2025-02-19 |
| ND | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Fargo | ND | 10/2021 | Present |
| Nylife Securities Llc | Fargo | ND | 12/2021 | 07/2024 |
| Benedictine Living Community | Bismarck | ND | 02/2019 | 11/2021 |
| Sakakawea Medical Center | Hazen | ND | 10/2017 | 02/2019 |
| St Gabriels Community | Bismarck | ND | 07/2011 | 10/2017 |
| America Portfolios Financial Services Inc. | Holbrook | NY | 07/2024 | 10/2024 |
| Osaic Wealth, Inc. | Bismarck | ND | 10/2024 | Present |
[Furry Friends Rockin' Rescue; A non-profit animal rescue founded in 2015 by a group of Bismarck Animal Impound volunteers. It is a completely volunteer-run organization. This nonprofit was formed to alleviate pound overcrowding and euthanization.; 2906 Morrison Ave, Unit 4 Bismarck, ND 58504; Start Date 03/2022; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours;Feeding cats and dogs; litterbox care; companionship; general cleaning/laundry and transportation to/from vet appointments; events volunteer/assistant] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 745 31st Ave E Ste 100 West Fargo, ND 58078; Start Date 01/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; Brokerage of non-NYL insurance products] Bravera Planning and Investing-Marketing- Financial Advisor- 401N 4th Street ste 301. Bismark ND 58501 160 Hours Devoted per Month-160 Hours Devoted During Market Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
Reach out to this advisor