Best Investors
Account
Sign in
Best Investors
Account
Sign in
5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-03-17 |
| NJ | RA | APPROVED | 2025-04-22 |
| PA | RA | APPROVED | 2025-04-14 |
Branch Locations
136 Three Degree Road, Pittsburgh, PA 15237 • United States
43 N. Broad Street, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Pittsburgh | PA | 07/2008 | 10/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2017 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Ausdal Financial Partners, Inc | Davenport | IA | 04/2025 | Present |
1.WIND PROPERTIES LLC; INVESTMENT RELATED; PITTSBURGH, PA; REAL ESTATE MANAGEMENT/HOLDING CO; MANAGING MEMBER; ACTIVITY BEGAN 11/2017; I DEVOTE 2 HOURS TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; RENT COLLECTION AND MORTGAGE PAYMENT ON BUILDING. 2. WIND CAPITAL, INC.; INVESTMENT RELATED; PITTSBURGH, PA; INSURANCE; AGENT/PRESIDENT; ACTIVITY BEGAN 07/2026; I DEVOTE APPX 50-60 HOURS PER MONTH TO THIS ACTIVITY WITH 30-40 OF THOSE HOURS DURING TRADING HOURS; PROVIDE FIXED INSURANCE PRODUCTS TO CLIENTS AS PART OF OVERALL FINANCIAL PLAN. 3. TRUSTEE; NOT INVESTMENT RELATED; PITTSBURGH, PA; TRUSTEE OF ESTATE; ACTIVITY BEGAN 08/2025; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY WITH 2 OF THOSE HOURS DURING TRADING HOURS; COLLECT AND LIQUIDATE DECEASED ASSETS AND DISTRIBUTE TO BENEFICIARIES AND ORGANIZATIONS AS NAMED IN THE TRUST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
Reach out to this advisor