Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mason, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-11 |
Branch Locations
5635 N. Scottsdale Road Suite 170, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copperwood Financial | Scottsdale | AZ | 06/2021 | 03/2022 |
| Universal Parking Of America | Phoenix | AZ | 09/2008 | 09/2016 |
| Villa Montessori School | Phoenix | AZ | 09/2016 | 05/2017 |
| Main Event Services | Phoenix | AZ | 08/2015 | 02/2019 |
| Arizona Biltmore | Phoenix | AZ | 02/2018 | 12/2020 |
| Self Employed | Phoenix | AZ | 11/2019 | Present |
| Firstline Financial, Llc | Scottsdale | AZ | 03/2022 | 02/2023 |
| Efficient Advisors, Llc | Cincinnati | OH | 02/2023 | Present |
| Corepath Wealth Partners | Scottsdale | AZ | 06/2019 | 06/2021 |
1) SELF EMPLOYED; INVESTMENT RELATED; 5636 N SCOTTSDALE RD, UNIT 170, SCOTTSDALE, AZ 85250; INSURANCE PRODUCER ACTIVITIES; INSURANCE PRODUCER; 11/2019; APPROX. 60 HOURS PER MONTH DURING TRADING HOURS; DETERMINING THE CORRECT AMOUNT OF LIFE INSURANCE AND ANNUITY PRODUCTS, EVALUATING THE BEST COMPANIES, PROCESSING APPLICATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
Reach out to this advisor