Best Investors
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Best Investors
Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-12 |
| AZ | RA | APPROVED | 2024-06-28 |
Branch Locations
3131 E Camelback Road Suite 100, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkpoint Health Club | Sonoma | CA | 05/2017 | 05/2019 |
| Mellinger Engineering | Sonoma | CA | 05/2019 | 05/2021 |
| Sonoma Golf Club | Sonoma | CA | 05/2021 | 08/2021 |
| Anaba Winery | Sonoma | CA | 05/2022 | 08/2022 |
| Renaissance Financial | Tempe | AZ | 06/2023 | 08/2023 |
| Lids | Tempe | AZ | 08/2023 | 06/2025 |
| Sonoma Valley Unified School District | Sonoma | CA | 08/2013 | 06/2020 |
| Arizona State University | Tempe | AZ | 08/2020 | 02/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-18 |
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