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 | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • 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. | Menomonee | WI | 05/1997 | 03/2017 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 02/2018 |
| Sage Point Financial | Milwaukee | WI | 02/2018 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. HIGH POINT CAPITAL GROUP, INC. POSITION: Shareholder NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/21/2018 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Attending shareholder meetings 2. TODD TUROWSKI POSITION: Indepedent Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2013 ADDRESS: 1200 N. Mayfair Rd., Suite 300, Milwaukee WI 53216, United States DESCRIPTION: Fixed products as appropriate for clients through Crump Insurance Services 3. OPTIORX II POSITION: investor NATURE: LLc INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2019 ADDRESS: S74 W16853 Janesvile Rd., Muskego WI 53150, United States DESCRIPTION: none-shareholder(investor) only 4. ODG CAMBRIDGE SEMANTICS, INC. POSITION: investor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2019 ADDRESS: S74W16853 Janesville Rd., Muskego WI 53150, United States DESCRIPTION: investor only, no duties 5. ODG PAX, LLC POSITION: passive investor NATURE: Private PERSONAL ONLY passive investment into an investment pool llc at ODG, which will make a private equity investment into PAX. Pax is a manufacturing and tech company, specializing in the delivery of medicines and consumer products through adevice similar to vape technology. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019 ADDRESS: S74 W16853 Janesville Road, Muskego WI 53150, United States DESCRIPTION: none. investor only. this is for my private portfolio and is not discussed in any way with clients, nor are any of my clients invested with this company. 6. ODG GREY META POSITION: investor NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2019 ADDRESS: S74 W16853 Janesville Road, muskego WI 53150, United States DESCRIPTION: none-investor only 7. ODG/PHOENIX NUCLEAR LABS POSITION: investor NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: S74 W16853 Janesville Road, muskego WI 53150, United States DESCRIPTION: none-investor only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
Reach out to this advisor