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 | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
2125 East College Ave Suite 101, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | State College | PA | 03/2019 | 06/2024 |
| Securities America Advisors, Inc. | State College | PA | 03/2019 | 06/2024 |
| Osaic Wealth, Inc. | State College | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | State College | PA | 06/2024 | Present |
| Next Financial Group, Inc. | State College | PA | 08/2005 | 03/2019 |
1. ADVISORY-SAA Position: ADVISOR Nature: ADVISORY-SAA Investment Related: Yes Hours: 100 Securities Trading Hours: 100 Start Date: 03/22/2019 Address: 2125 E COLLEGE AVE, STE, STATE COLLEGE PA 16801 2. NITTANY BROKERAGE SERVICES INC Position: OWNER Nature: NITTANY BROKERAGE SERVICES INC Investment Related: No Hours: 8 Securities Trading Hours: 8 Start Date: 09/05/2006 Address: 2125 E COLLEGE AVE, STE 101, STATE COLLEGE PA 16801 3. NITTANY INSURANCE AGENTS INC Position: AGENT Nature: NITTANY INSURANCE AGENTS INC Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 03/22/2019 Address: 2125 E COLLEGE AVE, STE 101, STATE COLLEGE PA 16801 4. DBA - NITTANY BROKERAGE 5. MYSERBS (MY STATE RETIREE BENEFITS SOLUTIONS) POSITION: Sales NATURE: Group Dental, Vision, Life Insurance Products and Services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2024 ADDRESS: 2125 EAST COLLEGE AVE, STE 101, STATE COLLEGE PA 16801 DESCRIPTION: Offer Group Dental, Vision, Life and other insurance products to retirees of Pennsylvania State Employers who lose coverage at Retirement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
Reach out to this advisor