Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
264 South River Road Suite 492, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Benefit And Retirement Group | Bedford | NH | 07/1993 | Present |
| Lincoln Financial Securities Corporation | Bedford | NH | 08/2008 | 01/2025 |
| Osaic Wealth, Inc. | Bedford | NH | 01/2025 | Present |
1)CORNERSTONE BENEFIT AND RETIREMENT GROUP LLC P.O. BOX 10487 BEDFORD, NH, 03110-0487 CATEGORY: INSURANCE. INVESTMENT-RELATED: YES TITLE: AGENT. DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE AND EMPLOYEE BENEFITS. START DATE: 10/1/1993 HOURS PER MONTH: 140 HOURS PER MONTH DURING TRADING HOURS: 140. 2)RAM, LLC, 24 REVEREND HOUSTON DR. BEDFORD, NH CATEGORY: REAL ESTATE MANAGEMENT, RENTALS OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: Owner DUTIES:OWN, DEVELOP AND MANAGE REAL PROPERTY,MAKE BUSINESS DECISIONS AND CONTRIBUTE CAPITAL START DATE: 5/2017 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 5 3)RAYMOND WHITE LAKE BUENA VISTA, FL 32830 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: WORK WITH A 3RD PARTY TO RENT TIMESHARE START DATE: 01/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-12 |
Reach out to this advisor