Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| OR | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 11/1998 | 01/2025 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2025 | Present |
1) THOMAS MICHAEL STROHL, JR. 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; AND FIXED AND EQUITY-INDEXED ANNUITIES THROUGH LINCOLN NATIONAL LIFE INSURANCE COMPANY OR CRUMP/LINCOLN NATIONAL INSURANCE ASSOCIATES. START DATE: 04/04/11 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20. 2)Thomas Strohl/Open Advisors, LLC, 44 Montgomery Street, Suite 2950, San Francisco, CA Category: Legal Entity/LLC Investment-Related: No Title: Partner- Limited Duties: Manage LLC to pay business expenses Start Date: 9/2018 Hours per month: 5 Hours per month during trading hours: 5 3) MICHAEL STROHL/OARE, LLC 44 MONTGOMERY STREET, SUITE 2950 SAN FRANCISCO, CA CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT/LLC INVESTMENT-RELATED: YES TITLE: PARTNER- LIMITED DUTIES: MANAGE LLC AND RENTAL PROPERTY- 35 E. ADA ST., MERIDIAN, OH START DATE: 3/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
Reach out to this advisor