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 | 2018-11-02 |
Branch Locations
6821 Southpoint Drive North Suite 124, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Resources | Jacksonville | FL | 01/2001 | Present |
| Signator Investors, Inc. | Jacksonville | FL | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Jacksonville | FL | 11/2018 | Present |
1) Insurance Broker: Life, Annuities, LTC, DI, Life Insurance Sales 4745 Sutton Park Court #303 Jacksonville, FL, start 10/18/2017, approx. 30-40 hrs mo, 2-3 trading hrs........ 2) RETIREMENT RESOURCES, INC. POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2016 ADDRESS: 4745 Sutton Park Court #303, Jacksonville FL 32224, United States DESCRIPTION: Fixed Insurance Sales, Fixed Annuities, Long Term Care 3) RETIREMENT RESOURCES, INC. POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2016 ADDRESS: 6821 Southpoint Drive North # 124, Jacksonville FL 32216, United States DESCRIPTION: Fixed Insurance Sales, Fixed Annuities, Long Term Care 4) RETIREMENT RESOURCES, INC. POSITION: Vice President NATURE: Created the entity to use as a doing business as name. This is how I advertise and present myself to the public for my securities business. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2016 ADDRESS: 6821 Southpoint Drive North # 124, Jacksonville FL 32216, United States DESCRIPTION: Work with clients: Financial/Insurance/Investment Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-29 |
Reach out to this advisor