Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-11 |
Branch Locations
58 South River Drive Suite 401, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2021 | 08/2024 |
| Edward Jones | Scottsdale | AZ | 04/2017 | 05/2021 |
| American Waterways (The Portland Spirit) | Portland | OR | 05/2014 | 05/2017 |
| Peak Reliability | Vancouver | WA | 01/2014 | 10/2016 |
| Silvertree Wealth Partners | Scottsdale | AZ | 05/2021 | 08/2024 |
| Raymond James Financial Services Advisors, Inc | Scottsdale | AZ | 07/2024 | 08/2024 |
| Morgan Stanley | Tempe | AZ | 03/2025 | Present |
| Fidelity Investments | Scottsdale | AZ | 02/2025 | 03/2025 |
| World Market | Scottsdale | AZ | 09/2024 | 03/2025 |
*634448 - Self Employment as gig musician; Investment related: No; Scottsdale, Arizona; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 24; Musical performance: sing and/or play piano/keyboard *634445 - Uber and or Lyft Rideshare Driving; Investment related: No; Scottsdale, Arizona; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 48; Transportation of passengers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-26 |
Reach out to this advisor