Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-04-26 |
| CA | RA | APPROVED | 2018-11-02 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc | Sarasota | FL | 12/2001 | 11/2018 |
| Osaic Wealth, Inc. | Sarasota | FL | 11/2018 | Present |
1. CMC WEALTH MANAGEMENT POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 5581 Marquesas Cir., Suite 206, Sarasota FL 34233, United States DESCRIPTION: No duties 2. SIGNATURE FINANCIAL SOLUTIONS POSITION: Investment Advisor Representative for securities and investment related products. Agent for fixed insurance NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2015 ADDRESS: 5581 Marquesas Cir., Sarasota FL 34233, United States DESCRIPTION: sales and marketing of investment advisory and insurance products 3. THE PARTNERS NETWORK POSITION: other NATURE: INC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: 7700 W. Camino Real, Suite 300 FL 33433, United States DESCRIPTION: Silent company owned by managing executive used to pay JH commissions 4. SIGNATURE FINANCIAL SOLUTIONS POSITION: Insurance Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 5581 Marquesas Cir, Sarasota FL 34233, United States DESCRIPTION: Fixed brokerage sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-23 |
Reach out to this advisor