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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
5107 North Ballard Rd. Suite 200, Appleton, WI 54913 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Woodbury | MN | 01/2002 | 01/2024 |
| Osaic Wealth, Inc. | Appleton | WI | 01/2024 | Present |
1) LEGACY INVESTMENT SERVICES INC. POSITION: Insurance Agent NATURE: Health Insurance and fixed products INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1998 ADDRESS: 5107 N. Ballard Rd, Ste 200, Appleton WI 54913, United States DESCRIPTION: Prepare fixed insurance quotes, whole life, term, UL life, Quote fixed rates on annuity products. 2) ROSEMARY REALTY LLC POSITION: partner NATURE: LLC rentals, partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: N3909 COUNTY ROAD EE, APPLETON WI 54913, United States DESCRIPTION: real estate rental. part owner. I do not have any duties. partnership in owning real estate. 3) CASSIANI LEGACY LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2022 ADDRESS: N3909 County Rd EE, Appleton WI 54913, United States DESCRIPTION: Pay bills from this account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-13 |
Reach out to this advisor