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 | 2024-06-14 |
| KS | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
7007 College Blvd. Suite 310, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Overland Park | KS | 05/2015 | 06/2024 |
| Securities America Advisors | Overland Park | KS | 05/2015 | 06/2024 |
| Osaic Wealth, Inc. | Overland Park | KS | 06/2024 | Present |
FREEDOM PEAK FINANCIAL POSITION: Financial Advisor NATURE: Financial Services DBA Freedom Peak Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 128 START DATE: 05/15/2015 ADDRESS: 7007 College Boulevard, Suite 310, Overland Park KS 66211 DESCRIPTION: Create, Manage and Maintain Investment and Model Portfolios under the Advisory Platform at SAA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-18 |
Reach out to this advisor