Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-31 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
20 Tower Lane Ste. 500, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2012 | 05/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2012 | 05/2023 |
| United Planners Financial Services | Scottsdale | AZ | 05/2023 | Present |
| Albert D'AGosto | Avon | CT | 01/2004 | Present |
1.) ALBERT D'AGOSTO - NOTARY - NOTARY - AVON, CT - SINCE 01/2010 - NOT INVESTMENT RELATED 2.) RETIREMENT & MONEY STRATEGIES - CEO - DBA NAME FOR MARKETING PURPOSES ONLY - AVON, CT - SINCE 07/2010 - INVESTMENT RELATED 3.) ALBERT D'AGOSTO - AGENT - NON-VARIABLE INSURANCE - AVON, CT - SINCE 01/2004 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-03 |
Reach out to this advisor