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 | 2023-09-01 |
| OK | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
5712 Colleyville Boulevard Suite 229, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Education Associates, Inc. | Colleyville | TX | 05/2004 | Present |
| Sagepoint Financial, Inc | Colleyville | TX | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Colleyville | TX | 09/2023 | Present |
1. MELINDA EVANS POSITION: Statutory Agent - NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/25/2005 ADDRESS: 5712 Colleyville Blvd., Suite 229, Colleyville TX 76034, United States DESCRIPTION: Fixed Insurance, life, and health. 2. FINANCIAL EDUCATION ASSOCIATES, INC. POSITION: President NATURE: This is a Corporation for the purposes of tax and payroll. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2004 ADDRESS: 5712 Colleyville Blvd., Suite 229, Colleyville TX 76034, United States DESCRIPTION: I pay my assistant and file taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-23 |
Reach out to this advisor