Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2025-01-31 |
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Greenville | SC | 09/2014 | 11/2018 |
| Next Financial Group | Greenville | SC | 11/2018 | 12/2024 |
| Osaic Wealth Inc | Greer | SC | 12/2024 | Present |
1) RIVERSTONE WEALTH MANAGEMENT POSITION: Agent NATURE: Life insurance sales, Fixed Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/07/2018 ADDRESS: 24 Parkway Commons Way, Greer SC 29650, United States DESCRIPTION: Life insurance sales, Fixed Annuity Sales 2) OPENKEY MORTGAGE ADVISORS, LLC POSITION: Owner NATURE: LLC (owned by myself and my wife Samantha Payne 50/50) I am listed as an owner of the business, however my wife will be running the business, and I will only be there to assist her as needed. The business is a SC licensed mortgage brokerage business that will offer home mortgage products to consumers looking to buy, build, or refinance. The company will be affiliated with wholesale lenders that will provide funding sources for the mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 238 Castellan Dr, Greer SC 29650, United States DESCRIPTION: I will not have any "day to day" roles within the company. I will give her referrals for mortgage loan clients if I come across anyone that is in the need of a mortgage or refinance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
Reach out to this advisor