Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-12 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2017 | 10/2021 |
| University Of Arizona | Tucson | AZ | 08/2013 | 05/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2021 | 08/2023 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 10/2021 | 08/2023 |
| Trajan Wealth, L.L.C | Scottsdale | AZ | 08/2023 | Present |
INSURANCE SALES; INVESTMENT-RELATED; SCOTTSDALE, AZ; INSURANCE AGENT; START DATE: 2023; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-27 |
Reach out to this advisor