Best Investors
Account
Sign in
Best Investors
Account
Sign in
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| AZ | RA | APPROVED | 2018-04-20 |
Branch Locations
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities, Inc. | Phoenix | AZ | 08/2009 | 12/2016 |
| Cue Financial Group, Inc.- Ria | Phoenix | AZ | 12/2009 | 12/2018 |
| Cue Financial Group, Inc.- Insurance Sales | Phoenix | AZ | 01/2012 | Present |
| Notre Dame Preparatory | Scottsdale | AZ | 12/2014 | Present |
| Securities America, Inc. | Phoenix | AZ | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Pfg | Phoenix | AZ | 04/2018 | Present |
1.) TRACY CUDA - AGENT- NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 11/2019 - INVESTMENT RELATED 2.) CUDA FAMILY TRUST FOR MOM - TRUSTEE- TRUST RELATED SERVICES - PHOENIX, AZ - SINCE 04/2018 - INVESTMENT RELATED 3.) CUE FINANCIAL GROUP - SENIOR VP - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 11/2019 - INVESTMENT RELATED 4.) PFG - IAR - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 04/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
Reach out to this advisor