Best Investors
Account
Sign in
Best Investors
Account
Sign in
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-14 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Payson, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Asset Management, Llc | Bellevue | WA | 05/2024 | 06/2025 |
| Synergy Asset Management, Llc | Bellevue | WA | 08/2018 | 04/2025 |
| Equity Advisor Services | Denver | CO | 05/2015 | 08/2018 |
| Montage Private Wealth, Llc | Scottsdale | AZ | 07/2025 | 09/2025 |
| Desert Mountain Financial, Inc. | Highlands Ranch | CO | 09/2024 | Present |
| Montage Private Wealth, Llc | Scottsdale | AZ | 04/2025 | Present |
| Montage Financial Education | Payson | AZ | 05/2025 | Present |
| Dynamic Wealth Advisors Dba Montage Private Wealth, Llc | Phoenix | AZ | 09/2025 | Present |
He is a licensed insurance agent with Montage Insurance Services, LLC and dedicates approximately 20% of his time to insurance-related activities. Additionally, Mr. Rippy serves as a Senior Loan Consultant with Desert Mountain Financial, Inc., a licensed mortgage loan broker. Mr. Rippy also serves as the Director of Montage Financial Education, a nonprofit organization that provides financial education through online marketing and in-person educational workshops. Mr. Rippy serves as the Business Development Officer with Dynamic Advisor Solutions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
Reach out to this advisor