Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-01-19 |
Branch Locations
104 Washginton Street, Dover, NH 03820 • United States
28 Main Street, Durham, NH 03824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 08/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 08/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | Dover | NH | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Dover | NH | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Durham | NH | 01/2024 | Present |
1) WOODBURY FINANCIAL SERVICES POSITION: Investment advisor representative. NATURE: Investment advisory. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/07/2013 ADDRESS: 466 Central Ave Suite 4, Dover NH 03820 DESCRIPTION: Investment advisory services. 2) COCHECO FINANCIAL GROUP POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2019 ADDRESS: 466 Central Ave, Suite 4, Dover NH 03820, United States DESCRIPTION: Life Insurance sales and Social Securityeducation. 3) JOHN GILL POSITION: Trustee NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2019 ADDRESS: 51 Edgewood Rd, Durham NH 03820, United States DESCRIPTION: Trustee for a non-profit Dover Children's Home, Dover, NH. 4) ORHS BOYS SOCCER BOOSTERS POSITION: Board Member NATURE: 501(c)(3) Corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 55 Coe Drive, DURHAM NH 03824, United States DESCRIPTION: Board member for the Oyster River High School Boys Soccer Boosters. The boosters coordinate fundraising efforts through raffles, concession stands, and sponsorships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-15 |
Reach out to this advisor