Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
1111 S Silverstone Way - 1St Floor, Meridiam, ID 83642 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1111 S Silverstone Way Suite 120, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Boise | ID | 08/1999 | 03/2021 |
| Ameriprise Financial Services, Llc | Meridian | ID | 03/2021 | 03/2024 |
| Securities America, Inc. | Meridian | ID | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Meridian | ID | 06/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meridian | ID | 11/2025 | Present |
| Osaic Advisory Services Llc | Meridian | ID | 11/2025 | Present |
1.)***IDAHO CENTRAL WEALTH MANAGEMENT - DBA ***IDAHO CENTRAL CREDIT UNION POSITION: Financial Advisor NATURE: Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/31/2021 ADDRESS: P.O. Box 2496, Pocatello ID 83206 DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
Reach out to this advisor