Best Investors
Account
Sign in
Best Investors
Account
Sign in
8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-27 |
| AZ | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
5353 North 16Th Street Suite 200, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Phoenix | AZ | 10/2019 | 09/2024 |
| Avantax Advisory Services | Pheoenix | AZ | 10/2019 | 09/2024 |
| Redw Wealth, Llc | Phoenix | AZ | 09/2024 | Present |
| Hatcher Financial, Pc | Phoenix | AZ | 03/2015 | 09/2024 |
| 1St Global Capital Corp. | Phoenix | AZ | 01/2000 | 10/2019 |
| 1St Global Advisors, Inc | Phoenix | AZ | 05/2000 | 10/2019 |
| Avantax Insurance Services, Inc. | Phoenix | AZ | 02/2001 | 09/2024 |
1) NORTH AMERICAN COMPANY POSITION: Financial Advisor/Licensed Insurance Agent NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2015 ADDRESS: Phoenix AZ 85018, DESCRIPTION: Licensed Insurance Agent 2) INDEXED ANNUITY SALES POSITION: Financial Advisor NATURE: Indexed Annuity Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2021 ADDRESS: 4647 N 32nd St, Ste 280, Phoenix AZ 85018, DESCRIPTION: Indexed Annuity Sales and Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-28 |
Reach out to this advisor