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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-26 |
| AZ | RA | APPROVED | 2025-02-20 |
Branch Locations
4300 N Miller Road Suite 153, Scottsdale, AZ 85251 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Scottsdale | AZ | 05/1998 | 02/2025 |
| (Dba) Michael Phillips Black Wealth Management | Scottsdale | AZ | 01/2001 | Present |
| Concourse Financial Group Securities Inc | Scottsdale | AZ | 10/2002 | 02/2025 |
| Cetera Wealth Services, Llc | Scottsdale | AZ | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) MICHAEL PHILLIPS BLACK WEALTH MANAGEMENT; Investment Related; 4300 N Miller Road, Ste 153, Scottsdale, AZ 85251; Financial Services; Owner; Start Date 01/1982; Financial and Estate Planning, Securities, Mutual Funds, ETFs, REITs as well as Fixed Life and Annuity, Immediate Annuity, Variable Life and Variable Annuity insurance products. Also, since 01/1985, I am a CDFA and provide analysis consulting and testifying in divorce legal proceedings. >> BLACK PROPERTIES, LLC; Non-Investment Related; 4300 N Miller Road, Ste 153, Scottsdale, AZ 85251; Other; Owner; Start Date 04/2017; No Hours Per month; Hold passive investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-02 |
Reach out to this advisor