Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
Branch Locations
10415 Morado Circle The Avallon-Building I, Suite 150, Austin, TX 78759 • United States
10415 Morado Circle Bldg 1, Suite #150, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-31 |
Branch Locations
10415 Morado Circle Bldg 1, Suite #150, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Plainfield | IL | 06/2011 | 07/2019 |
| Fsc Securities Corporation | Austin | TX | 08/2019 | 11/2023 |
| Resource Consulting Group, Inc. | Austin | TX | 08/2019 | Present |
| Osaic Wealth, Inc. | Austin | TX | 11/2023 | Present |
1. RCG FINISH WELL, LLC POSITION: Senior Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 08/15/2019 ADDRESS: 10415 Morado Circle, Bldg 1, Suite 105, Austin TX 78759, United States DESCRIPTION: My duties include financial planning, client relations, investment analysis, recommendations, securities and insurance business conducted through affiliation with my broker/dealer, FSC SECURITIES COPRORATION and FSC AGENCY. 2. RESOURCE CONSULTING GROUP INC POSITION: Senior Wealth Manager NATURE: c Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 08/15/2019 ADDRESS: 10415 Morado Circle, BLD 1 STE 150, AUSTIN TX 78759, United States DESCRIPTION: Financial Planning and 401k consulting services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
Reach out to this advisor