Best Investors
Account
Sign in
Best Investors
Account
Sign in
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-30 |
| AK | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Scottsdale | AZ | 01/2024 | Present |
| Lifetyme Financial Group Llc | Scottsdale | AZ | 07/2022 | Present |
| Haley & Olson Law Firm, P.C. | Waco | TX | 07/2021 | 07/2022 |
| Central National Bank | Waco | TX | 10/2017 | 07/2021 |
| South Bosque Veterinary Clinic | Woodway | TX | 07/2017 | 10/2017 |
| Zions Bank | St. George | UT | 01/2017 | 05/2017 |
| Nanny | Phoenix | AZ | 07/2015 | 01/2017 |
LIFETYME FINANCIAL GROUP LLC; INV REL; SCOTTSDALE, AZ; INS SALES AND SERVICES; INS AGENT; 07/2022; 80 HRS/MO; 20 HRS DURING SEC TRADING; 50% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
Reach out to this advisor