Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Sioux Falls | SD | 07/2005 | 11/2017 |
| Kms Financial Services, Inc. | Seattle | WA | 11/2017 | 11/2020 |
| Securities America, Inc. | Brandon | SD | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Brandon | SD | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Brandon | SD | 06/2024 | Present |
| Osaic Wealth, Inc. | Brandon | SD | 06/2024 | Present |
1. INSURANCE POSITION: agent NATURE: Fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1989 ADDRESS: 212 E Holly Blvd, Brandon SD 57005, United States DESCRIPTION: Fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-07 |
Reach out to this advisor