Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-12 |
| TX | RA | APPROVED | 2021-03-12 |
Branch Locations
4001 E Mountain Sky Ave., #206, Phoenix, AZ 85044 • United States
5070 N 40Th St Ste 220, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Progressive Financial Concepts | Scottsdale | AZ | 02/2017 | 05/2019 |
| Education | Scottsdale | AZ | 04/2009 | 02/2017 |
| Sagepoint Financial, Inc. | Scottsdale | AZ | 05/2019 | 03/2021 |
| Lpl Financial Llc | Tempe | AZ | 03/2021 | Present |
1- 03/12/2021 - Alpha Rising Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 3/2/2021 - 160 hours per month/ 8 hours during trading 2- 03/12/2021 - Alpha Rsing Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 3/2/2021 - 10 hours per month/ 0.5 hours during trading 3- 04/05/2021 - RDEVANS FINANCIAL LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Tempe, AZ - Start Date 3/2/2021 4- 04/15/2024 - Other - Public Speaker - Not Investment Related - Tempe, AZ - Start Date 01/18/2024 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-07 |
Reach out to this advisor