Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| MD | RA | APPROVED | 2024-01-19 |
| MT | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
307 Fallsgrove Dr Unit C, Rockville, MD 20850 • 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 01/2011 | 12/2016 |
| Woodbury Financial Services Inc | Bethesda | MD | 01/2017 | 01/2024 |
| Osaic Wealth, Inc. | Rockville | MD | 01/2024 | Present |
1) WAYLAND FINANCIAL GROUP LLC POSITION: Owner NATURE: This is a marketing DBA for the financial services I provide. The services include financial services through Woodbury, and healthcare insurance products through Insurance Marketing Center in Rockville, MD, and insurance products I sold through National Brokerer Assocation in Rockville, MD (life, disability, variable insurance). INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 01/10/2001 ADDRESS: 307 Fallsgrove Dr, Unit C, Rockville MD 20850, United States DESCRIPTION: 1. Sell healthcare insurance products.2. Sell life, disability, variable insurance products.3. Journal business expenses.4. Responsible for reporting taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-19 |
Reach out to this advisor