Best Investors
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Best Investors
Account
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7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-20 |
Branch Locations
6760 N. Oracle Rd. Suite 130, Tucson, AZ 85704 • United States
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voice Lessons | Tuscon | AZ | 06/2013 | Present |
| Brookstone Capital Management | Wheaton | IL | 05/2022 | 05/2025 |
| Physicians Mutual | Tucson | AZ | 10/2014 | 09/2018 |
| Papa Johns | Tucson | AZ | 09/2018 | 06/2019 |
| Dillard's | Tucson | AZ | 01/2019 | 06/2019 |
| Massmutual | Tucson | AZ | 07/2019 | 06/2021 |
| Jd Mellberg Financial | Tucson | AZ | 06/2021 | 02/2024 |
| Secure Investment Management | Tucson | AZ | 05/2025 | 06/2026 |
| Forthright Capital Advisory | Tucson | AZ | 07/2026 | Present |
1) VOICE LESSONS; NOT INVESTMENT RELATED; TUSCON, AZ; MUSIC; OWNER/INSTRUCTOR; 6/15/13; SPEND 5 HOURS/MONTH ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. DUTIES INCLUDE INSTRUCTING CLIENTS ON MUSIC VOCALS TO IMPROVE ABILITY. 2) INSURANCE AGENT - INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 30 OF TIME ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
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