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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities America Inc | Amherst | NY | 09/2007 | 06/2024 |
| Securities America Advisors | Amherst | NY | 09/2007 | 06/2024 |
| L&M Financial | Amherst | NY | 09/2007 | Present |
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | Present |
1. L & M GROUP POSITION: Insurance Agent NATURE: L & M GROUP INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2007 ADDRESS: 3820 Sheridan Dr, Amherst NY 14226 DESCRIPTION: Insurance sales 2. DBA - L&M Wealth Management 3. I AM YOGA POSITION: Instructor NATURE: Teaching Yoga 2-3 classes/mo INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 5459 Main St, Williamsville NY 14221 DESCRIPTION: Teach Yoga 2-3 classes/mo 4. 716 PLANNING POSITION: President NATURE: Home Improvement INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 20 Birchwood Ct, Williamsville NY 14221, United States DESCRIPTION: Doing basic home repair work. 5. 716 DEVELOPMENT LLC POSITION: Owner NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 08/01/2015 ADDRESS: 20 Birchwood Ct, Williamsville NY 14221, United States DESCRIPTION: Rental Properties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-13 |
Reach out to this advisor