Best Investors
Account
Sign in
300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-27 |
Branch Locations
10875 North Frank Lloyd Wright, Suite 110, Scottsdale, AZ 85259 • United States
23305 North Pima Road, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 05/2017 | 05/2020 |
| Babylon Personal Fitness | East Lansing | MI | 04/2015 | 05/2017 |
| Azroy Group-Realty Executives | Scottsdale | AZ | 02/2015 | 04/2017 |
| Elliot Management | Tempe | AZ | 08/2016 | 12/2016 |
| Bank Of America, N.A. | Scottsdale | AZ | 11/2017 | 05/2020 |
| Morgan Stanley Smith Barney Llc | Scottsdale | AZ | 05/2020 | 10/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | 10/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2021 | 11/2024 |
| Charles Schwab Bank Ssb | Phoenix | AZ | 10/2021 | 11/2024 |
| Pnc Investments Llc | Scottsdale | AZ | 11/2024 | Present |
01/23/2021 / Owner / Chanel Holdings LLC / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
Reach out to this advisor