Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
3 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 |
|---|---|---|---|---|
| Raymond James & Associates | Scottsdale | AZ | 02/2014 | 07/2017 |
| First Financial Equity Corporation | Scottsdale | AZ | 07/2017 | 04/2022 |
| Silver Birch Advisors, Llc | Scottsdale | AZ | 05/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2022 | Present |
| Leelanau Partners, Llc Dba Mail & Parcel Express | Scottsdale | AZ | 08/2021 | Present |
| Peninsula Partners, Llc Dba Mail & Parcel Express | Scottsdale | AZ | 08/2021 | Present |
| Baymeadow Capital, Llc | Scottdale | AZ | 03/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: LEELANAU PARTNERS, LLC DBA MAIL & PARCEL EXPRESS INVESTMENT RELATED: NO ADDRESS: 8390 E. VIA DE VENTURA, #F110, SCOTTSDALE, AZ 85258 NATURE OF BUSINESS: INDEPENDENT MAIL & SHIPPING STORES OFFERING FEDEX, UPS, DHL AND USPS SHIPPING SERVICES, PACKING, OFFICE AND SHIPPING SUPPLIES. START DATE: 8/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I AM A MEMBER OF THE LLC WHICH OWNS TWO INDEPENDENT MAIL & SHIPPING STORES WITH MY WIFE. I HAVE NO DAY-TO-DAY ROLE IN THE STORES -- MY WIFE RUNS THE STORES.; 2. NAME OF OTHER BUSINESS: PENINSULA PARTNERS, LLC DBA MAIL & PARCEL EXPRESS INVESTMENT RELATED: NO ADDRESS: 4848 E. CACTUS ROAD, STE. #505, SCOTTSDALE, AZ 85254 NATURE OF BUSINESS: AUTHORIZED SHIPPER FOR FEDEX, UPS, DHL AND USPS. WE PROVIDE SHIPPING, PACKING, MAILBOX AND SUPPLIES FOR SHIPPING (INCLUDING SHIPPING INSURANCE IF DESIRED). START DATE: 8/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: I HAVE NO DAY-TO-DAY ROLE AT THE STORE. IT IS RUN BY EMPLOYEES AND MY WIFE; 3. NAME OF OTHER BUSINESS: BAYMEADOW CAPITAL, LLC INVESTMENT RELATED: NO ADDRESS: 3308 N. 63RD PLACE, SCOTTSDALE, AZ 85251 NATURE OF BUSINESS: FORMED TO POSSIBLY BE A HOLDING COMPANY FOR LEELANAU PARTNERS, LLC AND PENINSULA PARTNERS, LLC -- NO ACTION TAKEN YET TO DO SO. START DATE: 3/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THE LLC IS NOT BEING USED AT PRESENT - JUST AN OWNER.; 4. NAME OF OTHER BUSINESS: SILVER BIRCH ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: OFFER INVESTMENT ADVICE. START DATE: 5/2019 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 55 APX NUMBER OF HOURS DURING TRADING HOURS: 8 5. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2024; APX NUMBER OF HOURS PER WEEK: 14; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-02 |
Reach out to this advisor