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 | 2023-09-01 |
Branch Locations
699 S. Friendswood Drive Suite 102, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Dickinson | TX | 11/2009 | 05/2017 |
| Sagepoint Financial, Inc. | Friendswood | TX | 05/2017 | 09/2023 |
| Osaic Wealth, Inc. | Friendswood | TX | 09/2023 | Present |
1) GUZZETTA BENEFIT SERVICES POSITION: sales & firm management NATURE: S-Corporation: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 25 START DATE: 09/23/2020 ADDRESS: 699 S. Friendswood Dr., Suite 102, Friendswood TX 77546, United States DESCRIPTION: selling and managing employee benefits / group Insurance - medical, dental, vision, life, DI, ancillary lines (cancer, accidents, etc.) 2) DICKINSON INDEPENDENT SCHOOL DISTRICT POSITION: President of Board NATURE: public school district INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 2218 FM 517, Dickinson TX 77539, United States DESCRIPTION: Oversee the superintendent of the school district. 3) BLUE WATER ADVISORS POSITION: President NATURE: Corporation: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2026 ADDRESS: 699 S. Friendswood Drive, Suite 102, Friendswood TX 77546, United States DESCRIPTION: Selling and managing employee benefits/group benefits-medical, dental, vision, life, DI, and ancillary lines
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-19 |
Reach out to this advisor