Best Investors
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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-19 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
8501 E. Princess Dr. Suite 210, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Scottsdale | AZ | 11/2021 | 08/2023 |
| Mml Investors Services Llc | Scottsdale | AZ | 03/2023 | 08/2023 |
| Symmetry Financial Group | Phoenix | AZ | 04/2020 | 11/2021 |
| Devereux Advanced Behavioral Health | Phoenix | AZ | 07/2018 | 10/2020 |
| United Cerebral Palsy | Phoenix | AZ | 09/2017 | 07/2018 |
| Devereux Advanced Behavioral Health | Phoenix | AZ | 07/2012 | 09/2017 |
| Sequent Planning, Llc | Scottsdale | AZ | 09/2023 | Present |
| Futurity First Insurance Group | Scottsdale | AZ | 08/2023 | Present |
1. Insurance Agent (FFIG) - 08/2023 to present. Investment Related. Duties include offering insurance products and services to clients and prospects. 30% of time spent on this activity, all during securities trading hours. 8501 E. Princess Dr. Suite 210, Scottsdale, AZ 85255.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
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