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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
807 E Washington Street Suite 110, Medina, OH 44256 • United States
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Medina | OH | 09/1996 | 03/2017 |
| Mml Investors Services, Llc | Medina | OH | 03/2017 | 11/2017 |
| Msi Financial Services | Medina | OH | 07/2016 | 03/2017 |
| Massmutual Life Insurance Company | Medina | OH | 07/2016 | 11/2017 |
| Lincoln Financial Advisors Corporation | Medina | OH | 11/2017 | 01/2025 |
| Osaic Wealth, Inc. | Medina | OH | 01/2025 | Present |
MATTHEW K WHITSON POSITION: Self NATURE: fixed insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/20/2017 ADDRESS: 807 E Washington St, Ste 110, Medina OH 44256, United States DESCRIPTION: sell fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-15 |
Reach out to this advisor