Best Investors
Account
Sign in
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-16 |
Branch Locations
2355 E Camelback Rd #500, Phoenix, AZ 85016 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2016 | 07/2025 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-12 |
Reach out to this advisor