Best Investors
Account
Sign in
Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2017-09-25 |
| TX | RA | APPROVED | 2017-09-25 |
| AZ | RA | APPROVED | 2017-09-12 |
| CA | RA | APPROVED | 2017-09-06 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Flower Mound, TX • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Scottsdale | AZ | 10/2010 | 09/2017 |
| Brokers International Financial Services, Llc | Flower Mound | TX | 09/2017 | Present |
1) FUNDAMENTAL VALUE ANALYTICS POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 300 START DATE: 10/06/2010 ADDRESS: 1700 SOUTHWICKE DRIVE, FLOWER MOUND, TX 75022 DESCRIPTION: Research stocks and bonds and macro-economics in order to advise clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-19 |
Reach out to this advisor