Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Evans Agency | Rockwood | TN | 07/2007 | Present |
| Signator Investors, Inc. | Rockwood | TN | 12/2015 | 08/2018 |
| Securities America, Inc. | Rockwood | TN | 08/2018 | 06/2024 |
| Securities America Advisors | Rockwood | TN | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | Rockwood | TN | 06/2024 | Present |
| Osaic Wealth, Inc. | Rockwood | TN | 06/2024 | Present |
Landlord Position: Landlord Nature: Landlord Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 05/17/2007 Address: 525 Burke Mill Rd, Rockwood TN 37854 The Evans Agency Position: Owner Nature: Insurance Agent Investment Related: No Hours: 60 Securities Trading Hours: 60 Start Date: 07/30/2007 Address: 103 S Front St, Rockwood TN 37854 Rockwood Revitalization Position: president Nature: I am the president of a non profit "Rockwood Revitalization" that has built and maintains a museum for our town, Rockwood TN. Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 04/01/2009 Address: 241 W. Rockwood Street, Rockwood TN 37854 SAA Position: Advisor Nature: Advisory business with SAA Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 09/01/2018 Address: 103 S Front St, Rockwood TN 37854 THE EVANS AGENCY - DBA Evans Financial - DBA ROCKWOOD MERCHANTS ASSOCIATION POSITION: VP NATURE: Rockwood Merchants Association, I serve as VP for the Rockwood Merchants Association, we are a group of local business persons that promote and facilitate local street events. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2009 ADDRESS: 241 West Rockwood Street, Rockwood TN 37854 DESCRIPTION: I help organize the street events and vendors SMALL TOWN NETWORK POSITION: Co-host NATURE: Co-Host of a local news and events program on an internet based TV Network. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2022 ADDRESS: 218 W Rockwood St, Rockwood TN 37854 DESCRIPTION: Co-host of local programing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-07 |
Reach out to this advisor