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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-14 |
Branch Locations
1095 Evergreen Circle, Suite 210, The Woodlands, TX 77380 • United States
Conroe, TX • 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 |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Houston | TX | 08/2014 | 11/2023 |
| Assetmark Financial, Inc. | Houston | TX | 08/2014 | 11/2023 |
| Osaic | The Woodlands | TX | 11/2023 | Present |
1. EDGE PRIVATE WEALTH POSITION: wealth manager NATURE: DBA for fixed insurance and investment related activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/26/2025 ADDRESS: 14118 aspen woods ct, conroe TX 77384, United States DESCRIPTION: sales of fixed insurance products and investment advice 2. EDGE WEALTH MANAGEMENT, LLC POSITION: Owner/Wealth Manager NATURE: LLC - Please note the LLC is only used for creditor protection. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 14118 aspen woods ct, conroe TX 77384, United States DESCRIPTION: Limited Liability company that offers creditor protection
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-17 |
Reach out to this advisor