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 |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
4727 Executive Drive Ste 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 11/2011 | Present |
| Glenn & Associates | San Diego | CA | 11/2000 | Present |
| Gh Wealth Management | San Diego | CA | 10/2014 | Present |
| J David Glenn | San Diego | CA | 10/2014 | 09/2025 |
| David And Liz Glenn | San Diego | CA | 01/1990 | Present |
1.) J DAVID GLENN - OWNER - NON-VARIABLE INSURANCE - SAN DIEGO, CA - SINCE 10/2014 - INVESTMENT RELATED 2.) DAVID AND LIZ GLENN - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SAN DIEGO, CA - SINCE 01/1990 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-01 |
Reach out to this advisor