Best Investors
Account
Sign in
Best Investors
Account
Sign in
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-12 |
Branch Locations
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echo Real Estate | Newton | MA | 01/2017 | 03/2019 |
| Boston Luxe Real Estate | Boston | MA | 01/2010 | 01/2017 |
| Guardian Life Insurance Co Of America | La Jolla | CA | 03/2018 | 09/2018 |
| Park Avenue Securities | La Jolla | CA | 04/2018 | 09/2018 |
| Fidelity Brokerage Services Llc | Henderson | NV | 02/2019 | 05/2023 |
| Strategy Financial Group | Phoenix | AZ | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
Reach out to this advisor