Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-19 |
Branch Locations
121 N Main Street Suite 102, Monticello, KY 42633 • United States
1527 Carter Avenue, Ashland, KY 41101 • United States
2201 Lexington Ave A16, Ashland, KY 41101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Resources | Fairfax | VA | 01/2006 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Ashland | KY | 07/2016 | 11/2018 |
| Mml Investors Services, Llc | Ashland | KY | 03/2017 | 11/2018 |
| Woodbury Financial Services Inc | Ashland | KY | 11/2018 | 01/2024 |
| Osaic Wealth, Inc. | Ashland | KY | 01/2024 | Present |
1. FINANCIAL PARTNERS GROUP POSITION: Member NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 143 START DATE: 04/01/2017 ADDRESS: 1527 Carter Avenue, Ashland KY 41101, United States DESCRIPTION: Registered Advisor. Fixed Annuities, Fixed Life, and Accident & Disability
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-22 |
Reach out to this advisor