Best Investors
Account
Sign in
Best Investors
Account
Sign in
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-25 |
Branch Locations
2375 E Camelback Rd Suite 201, Phoenix, AZ 85016 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Wealth Management | Phoenix | AZ | 08/2022 | Present |
| Pinal County | Florence | AZ | 05/2022 | 08/2022 |
| City Of La Mesa | La Mesa | CA | 01/2018 | 12/2020 |
| Progressive Insurance | San Diego | CA | 03/2014 | 12/2017 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 01/2023 | Present |
| Unemployed | Escondido | CA | 12/2020 | 05/2022 |
Bright Wealth Management; 4310 E. Cotton Center Blvd. Ste. 120, Phoenix, AZ 85040; August 2022; Owner and Founder; Finance and Insurance; Investment Related; 20-30 hours/ MO during Trading Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-12 |
Reach out to this advisor