Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
3939 Belt Line Rd Ste 310, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2017 |
| Securities America Advisors, Inc. | Addison | TX | 03/2017 | 06/2024 |
| Securities America, Inc. | Addison | TX | 03/2017 | 06/2024 |
| Osaic Wealth, Inc. | Addison | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Addison | TX | 06/2024 | Present |
1. ARC 2023 TRUST POSITION: trustee NATURE: Trustee of unfunded trust for grandnephew. Trust will be named as beneficiary of niece's employer sponsored life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 115 N Forest Ln, Double Oak TX 75077, United States DESCRIPTION: Trustee of unfunded trust for grandnephew. Trust will be named as beneficiary of niece's employer sponsored life insurance. 2. KJC 2023 TRUST POSITION: Trustee NATURE: Trustee of grandnephew's trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 115 N Forest Ln, Double Oak TX 75077, United States DESCRIPTION: Trustee for grandnephew's unfunded trust. Trust will be named as beneficiary of niece's employer sponsored life insurance. 3. LJC 2023 TRUST POSITION: Trustee NATURE: Trustee for grandniece's unfunded trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 115 N Forest Ln, Double Oak TX 75077, United States DESCRIPTION: Trustee for grandniece's unfunded trust. Trust will be named as beneficiary of niece's employer sponsored life insurance. 4. INCOME BY DESIGN POSITION: Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 06/20/2010 ADDRESS: 3939 Beltline Road, #310, #310, Addison TX 75001, United States DESCRIPTION: Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
Reach out to this advisor