Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
2040 W. Whispering Wind Dr Suite 149, Phoenix, AZ 85085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2016 | 01/2019 |
| Zenreach | Phoenix | AZ | 06/2016 | 10/2016 |
| Merchant House | Dallas | TX | 03/2019 | 04/2019 |
| Mktg | Dallas | TX | 03/2019 | 03/2021 |
| Morgan Stanley | Dallas | TX | 05/2019 | 06/2021 |
| Doordash | Dallas | TX | 01/2019 | 09/2019 |
| Avantax Advisory Services | Dallas | TX | 06/2021 | 09/2025 |
| Avantax Investment Services Inc | Dallas | TX | 06/2021 | 09/2025 |
| Monat Global | Dallas | TX | 10/2023 | 09/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2024 | 01/2026 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | 01/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | 01/2026 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Intentional Wealth Solutions | Phoenix | AZ | 02/2026 | Present |
1) NAME OF OTHER BUSINESS: INTENTIONAL WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-18 |
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