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 | 2025-05-09 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Erie | PA | 02/2011 | 01/2025 |
| Osaic Wealth, Inc. | Erie | PA | 01/2025 | Present |
1)RYAN SMITH POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/24/2011 ADDRESS: 1787 West 26th Street, Erie, PA 16508 DESCRIPTION: Recommend fixed insurance products through outside insurance brokerage firms. 2) FLAG LITTLE LEAGUE POSITION: Board Member, Committee Member, Officer NATURE: Little League INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 1787 W 26th Street, Erie, PA 16508 DESCRIPTION: Provide leadership and organization for the little league in all areas but mainly in Coaching, Fundraising, Umpiring and operations. 3) VOLUNTEER BASEBALL COACH-PENN STATE UNIVERSITY-BEHREND COLLEGE POSITION: Volunteer Assistant Coach NATURE: Little League INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2015 ADDRESS: 1787 W 26th Street, Erie, PA 16508 DESCRIPTION: Conduct leadership training sessions with College baseball players. Evaluate Talent and performance. Instruct fundamentals. 4) MOSAIC CONSULTING POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2013 ADDRESS: 1787 W 26th Street, Erie, PA 16508 DESCRIPTION: Solicitation of group insurance, fixed annuities, indexed annuities and life settlements to prospective clients. 5) G CUBED ENTERPRISES LLC POSITION: Owner, Sole Proprietor NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 1787 W 26th Street, Erie, PA 16508 DESCRIPTION: Pay expenses of my business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-05 |
Reach out to this advisor