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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Beaver | PA | 02/2015 | 01/2025 |
| Osaic Wealth, Inc. | Beaver | PA | 01/2025 | Present |
1) JAMIE PATTEN, INSURANCE, POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITY TRADING HOURS: 20 START DATE: 02/2015 ADDRESS: 337 Third Street, Suite B, Beaver, PA 15009 DESCRIPTION: Offering accident and health insurance, disability insurance, equity indexed annuities, fixed annuities, life settlements, property and casualty and traditional life insurance. 2) PATTEN FINANCIAL LLC POSITION: Co-Owner/ Partner NATURE: Entity/LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 400 Bradys Ridge Road, Beaver, PA 15009 DESCRIPTION: Entity used for business expenses 3) RENTAL PROPERTY POSITION: Property Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: Jacksonville Beach FL 32250 DESCRIPTION: I'm going to rent my vacation home when not in use. It will be done through a property management company and will require no work on my end. 4) RENTAL PROPERTY POSITION: Owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2025 Address: Swanton, MD DESCRIPTION: Communicate with the property management company as needed. 5) FAMILY WEALTH MANAGEMENT GROUP POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 337 Third St, Suite B, Beaver PA 15009, United States DESCRIPTION: This is my DBA as an Oasic advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-22 |
Reach out to this advisor