Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-29 |
Branch Locations
8753 E. Bell Road Suite #101, Scottsdale, AZ 85260 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 01/2025 |
| Delta Education Corporation | Tempe | AZ | 03/2015 | 10/2016 |
| Tranont | Garden Level | UT | 05/2020 | 12/2020 |
| Inteletravel | Delray Beach | FL | 07/2023 | 03/2025 |
| Unemployed | Mesa | AZ | 03/2025 | 04/2025 |
| Unitek Learning Education | Newport Beach | CA | 04/2025 | 06/2025 |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2025 | Present |
1. SPIVAK FINANCIAL GROUP POSITION: Co-Director, Client Services NATURE: Advisory Group INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2025 ADDRESS: 8753 E Bell Road, Ste 101, Scottsdale AZ 85260, United States DESCRIPTION: Customer Service 2. GILBERT HIGH SCHOOL ORCHESTRA BOOSTERS POSITION: Treasurer NATURE: Non-Profit Fundraising INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 1101 E Elliot Rd, Gilbert AZ 85234, United States DESCRIPTION: Treasurer, Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-14 |
Reach out to this advisor