Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-09-01 |
Branch Locations
5726 Marlin Rd Suite 107, Chattanooga, TN 37411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Chattanooga | TN | 01/2009 | Present |
| Osaic Wealth, Inc. | Chattanooga | TN | 09/2023 | Present |
1. SOUTHERN EXPRESS FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 06/01/2002 ADDRESS: 147 N. Market St STE A, Chattanooga TN 37405, United States DESCRIPTION: Acquire new clients and service existing clients. Access fixed insurance needs and offer products for solutions. 2. CREEL FINANCIAL SERVICES POSITION: Vice President NATURE: Sole Proprietorship? INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/20/2024 ADDRESS: 5726 Marlin Rd, Suite 107, Chattanooga TN 37405, United States DESCRIPTION: Acquire new clients and service existing clients. Access fixed insurance needs and offer products for solutions. 3. CREEL FINANCIAL SERVICES POSITION: Office Manager for Creel Financial Services NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 5726 Marlin Rd, Suite 107, Chattanooga TN 37411, United States DESCRIPTION: Training staff, assist with sub agents/reps licensing and cyber security compliance, sending correspondence, logging correspondence, completing account openings, closings, and updates.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-07 |
Reach out to this advisor