Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
3636 North Roff Avenue, Oklahoma City, OK 73112 • United States
12325 Port Grace Blvd, Lavista, NE 68128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | La Vista | NE | 12/2008 | 06/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 01/2009 | 06/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
ADVISORY POSITION: Supervisor NATURE: INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR-INVESTMENT RELATED-START DATE 01/2009-LOCATED AT 12325 PORT GRACE BLVD. LAVISTA, NE 68128, UNITED STATES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2009 ADDRESS: 12325 Port Grace, La Vista NE 68128, United States DESCRIPTION: SAA/SAI employee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
Reach out to this advisor