Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Roseville | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Roseville | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Roseville | CA | 01/2024 | Present |
1. QUESTAR ASSET MANAGEMENT POSITION: Investment advisor representative. NATURE: Advisory. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2012 ADDRESS: 983 Reserve Dr, Roseville CA 95678 DESCRIPTION: Investment advisory services. 2. SELF POSITION: Buyer/seller. NATURE: Selling purchased goods on ebay. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2013 ADDRESS: 2374 Amber Falls Dr, Rocklin CA 95765 DESCRIPTION: Resale, reinvest profits. 3. NEXT LEVEL ADVISORS POSITION: Insurance agent NATURE: Fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 09/07/2012 ADDRESS: 508 Gibson Dr., Ste. 240, Roseville CA 95678, United States DESCRIPTION: sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-28 |
Reach out to this advisor