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 | 2026-06-03 |
| TX | RA | APPROVED_RES | 2025-11-08 |
| NC | RA | APPROVED | 2024-06-14 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
1404 E Chocolate Ave, Hershey, PA 17033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Hershey | PA | 08/2004 | 10/2017 |
| Securities America, Inc. | Hershey | PA | 10/2017 | 06/2024 |
| Securities America Advisors | Hershey | PA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
1. Insurance Position: Agent Nature: Life Insurance (term and UL) Disability Insurance Long Term Care Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 10/18/2017 Address: 1404 E Chocolate Ave, Hershey PA 17033 2. INDEPENDANT BROKERS OF AMERICA INC. POSITION: owner NATURE: Property and Casualty Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 1345 E Chocolate Ave, Hershey PA 17033 DESCRIPTION: not involved in day-to-day operation of agency 3 TERM/UL/LTC/DI POSITION: Agent NATURE: Life Insurance (term and UL)Disability Insurance Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2017 ADDRESS: 1404 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: placement of insurance products to offset risks of our clients. 4. VANDY NATIONS LLC POSITION: limited partner NATURE: Real Estate Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 4702 Indiana Ave, Nashville TN 37209, United States DESCRIPTION: None 5. LANDMINE PROPERTIES POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2004 ADDRESS: 1404 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: Myself and fellow Osaic rep Thomas Zewe own the office building we rent back to our DBA Wealth Management Services. Landmine Properties has an interest in a second piece of real estate at 1345 E Chocolate Ave. Property will be leased to IBA Insurance (other OBA) Landmine Properties has acquired an interest in Loto Station LLC / DBA as the Englewood Restaurant, located at 1215 Research Blvd Hummelstown PA 17036. 6. JEFFREY AND JENNIFER BUCHANAN POSITION: Homeowner NATURE: Real Estate 2nd home owned by my spouse and I INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2022 ADDRESS: 330 Avenida De Paradisio, Sarasota FL 34242, United States DESCRIPTION: None General maintenance of house
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
Reach out to this advisor