Best Investors
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-14 |
Branch Locations
3430 E Sunrise Dr Ste 180, Tucson, AZ 85718 • United States
3133 W Frye Rd Suite 101, Chandler, AZ 85226 • United States
2390 E Camelback Rd Ste 130, Phoenix, AZ 85016 • United States
4900 North Scottsdale Road Suite 4000, Scottsdale, AZ 85251 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Scottsdale | AZ | 04/2023 | Present |
| Massmutual Life Insurance Co | Scottsdale | AZ | 04/2023 | Present |
| Adopt Technologies, Llc | Phoenix | AZ | 05/2017 | 06/2023 |
| Zayo Group | Denver | CO | 11/2016 | 04/2017 |
| Io Data Centers | Phoenix | AZ | 05/2011 | 10/2016 |
NAME: MILESTONE FINANCIAL, LLC INV REL: Y ADD: 4900 N SCOTTSDALE RD STE 4000 SCOTTSDALE AZ 85251 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER/MANAGER/COO START DATE: 4/1/2024 NO. HR/MO:40 NO. HR/MO DURING SEC TRADING: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-16 |
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