Best Investors
Account
Sign in
Best Investors
Account
Sign in
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-15 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
3052 State Route 257, Seneca, PA 16346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Seneca | PA | 05/2023 | 09/2025 |
| Oneamerica Securities | Seneca | CA | 01/2024 | 09/2025 |
| Unemployed | Summerville | PA | 02/2023 | 04/2023 |
| Macdonald & Owen Lumber Company | Brookville | PA | 01/2023 | 02/2023 |
| Unemployed | Summerville | PA | 06/2022 | 01/2023 |
| Education | Brookville | PA | 04/2013 | 06/2022 |
| United Planners Financial Services | Scottsdale | AZ | 09/2025 | Present |
| Joseph Shields | Seneca | PA | 05/2023 | Present |
1.) KINGDOM GUARD FINANCIAL GROUP - ADVISOR SUPPORT - DBA NAME FOR MARKETING PURPOSES ONLY - SENECA, PA - SINCE 01/2024 - INVESTMENT RELATED 2.) JOSEPH SHIELDS - AGENT - NON-VARIABLE INSURANCE - SENECA, PA - SINCE 05/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
Reach out to this advisor