Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-18 |
| RI | RA | APPROVED | 2023-09-01 |
| SC | RA | APPROVED | 2023-09-01 |
Branch Locations
935 Jefferson Boulevard Suite 2000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Coventry | RI | 07/2011 | Present |
| The On Equity Sales Company | Cincinnati | OH | 08/2011 | 11/2022 |
| Ohio National Financial Services | Cincinnati | OH | 11/2007 | Present |
| Sagepoint Financial, Inc. | Warwick | RI | 11/2022 | 09/2023 |
| Osaic Wealth, Inc. | Warwick | RI | 09/2023 | Present |
1)MARY BRIMER POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/10/2010 ADDRESS: 935 Jefferson Blvd, Suite 3001, Warwick RI 02886, United States DESCRIPTION: solicit and service fixed insurance sales 2) GINGER GREEN FINANCIAL POSITION: Registered Rep NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/10/2010 ADDRESS: 935 Jefferson Blvd, Suite 2000, Warwick RI 02886, United States DESCRIPTION: DBA firm name "Ginger Green Financial" 3. INDEPENDENCE FINANCIAL PARTNERS POSITION: Registered Representative NATURE: A partnership used as a marketing name for activities associated with my Osaic OSJ. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2024 ADDRESS: 935 Jefferson Blvd., Suite 2000, Warwick RI 02886, United States DESCRIPTION: Sales and marketing of insurance and investment products. 4. MARY BRIMER POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/06/2025 ADDRESS: 935 Jefferson Blvd., Suite 2000, Warwick RI 02886, United States DESCRIPTION: Notarize documents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-06 |
Reach out to this advisor