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 | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-28 |
| CA | RA | APPROVED | 2024-10-11 |
| DC | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
490 Wheeler Road Ste 265, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Hauppauge | NY | 12/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. MAGII INC. POSITION: Founder NATURE: S CORP INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 07/17/1999 ADDRESS: 19 Nicholas Way, Calverton, NY 11933, United States DESCRIPTION: DBA for Osaic / Securities Business, also we do employee benefits and insurance advisory consulting services through this entity. 2. MAGII PENSION SERVICES, LLC POSITION: Managing Member NATURE: Retirement Plan Third Party Administration Firm. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2008 ADDRESS: 490 Wheeler Road, Suite 265, Hauppauge, NY 11788, United States DESCRIPTION: Overall managerial duties, including sales direction, team building, pricing, and contract negotiations with vendors. 3. PECONIC RIVER SPORTSMAN'S CLUB, INC. POSITION: Appointed Financial Secretary to the Board NATURE: Organized as a 501c7 fraternal organization. Peconic River Sportsman's Club, Inc. exists for its private members to hunt, fish, and support the shooting sports with a material community and first responder outreach for several charities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 389 River Road, Manorville, NY 11949 DESCRIPTION: As an appointed Financial Secretary, I help maintain accurate membership records, track attendance, and help manage administrative reporting for the organization. Tasks also ensure the timely submission of required filings, maintain member contact information, and communicate important updates to members. In addition, coordinate with other officers to support the organization's ongoing operations. This role emphasizes recordkeeping, compliance, and communication -- without direct involvement in handling funds, issuing checks, or managing any financial transactions. 4. RIVERHEAD VOLUNTEER FIRE DEPARTMENT POSITION: Volunteer Fireman / Training NATURE: Volunteer fire department agency as a non-profit, non-governmental agency. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2002 ADDRESS: 540 Roanoke Avenue, Riverhead NY 11901, United States DESCRIPTION: As a truck company fireman, my primary duties therein include responding to fires, medical emergencies, and rescue situations. Primarily performing ventilation, search and rescue, extinguish fires, and provide first aid or CPR if needed. Firefighters also maintain and inspect equipment, participate in ongoing training, and conduct fire safety education for the public. When not on calls, we assist with station upkeep, prepare reports, and stay physically fit to meet the demands of the job, ensuring constant readiness to protect lives and property of our community. 5. MAGII WEALTH MANAGEMENT POSITION: Owner NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/19/1999 ADDRESS: 490 Wheeler Road, Suite 265, Hauppauge NY 11788, United States DESCRIPTION: I am the owner and manager of Magii Wealth Management, a registered DBA through which I conduct financial planning and wealth management services. Magii Wealth Management operates independently for branding and client relationship purposes; however, all securities and investment advisory services are offered through my affiliation with Osaic. In this capacity, I oversee client engagement, financial planning strategy, and business operations. No separate securities business is conducted outside of Osaic. All investment-related activities are conducted in accordance with firm policies and regulatory guidelines. This OBA is for disclosure of branding, planning services, and operational management only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-28 |
Reach out to this advisor