Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-27 |
| NE | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED_RES | 2024-09-18 |
Branch Locations
16430 N. Scottsdale Road Suite 200, Scottsdale, AZ 85254 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Scottsdale | AZ | 01/2012 | 12/2017 |
| Hightower Securities, Llc | Scottsdale | AZ | 01/2012 | 12/2017 |
| Ldintelligence Llc | Scottsdale | AZ | 09/2017 | 09/2024 |
| Intelligence Driven Advisers, Llc | Scottsdale | AZ | 01/2019 | 09/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2024 | Present |
1) HELP IN HEALING HOME - PHOENIX, AZ - BOARD MEMBER - NON-PROFIT - 4 HRS/MO DURING BUSINESS HOURS; 0 HRS/MO DURING TRADING HOURS 2) OPTIMA-KIERLAND - SCOTTSDALE, AZ - FINANCE COMMITTEE MEMBER SINCE 6/2021 - CONDOMINIUM (HOA) - 0 HRS/MO DURING BUSINESS HOURS; 0 HRS/MO DURING TRADING HOURS. 3) NewEdge Advisors, LLC - DBA LDI Advisers; Investment related; Scottsdale, AZ; Start date 9/2024; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-27 |
Reach out to this advisor