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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-20 |
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Estate Solution Planners | Erie | PA | 01/1999 | 01/2018 |
| Investacorp Inc | Erie | PA | 08/2014 | 07/2020 |
| Securities America, Inc. | Erie | PA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Erie | PA | 06/2024 | Present |
| Estate Solution Planners | Erie | PA | 01/2018 | 12/2020 |
| Mach Wealth Management | Erie | PA | 12/2020 | Present |
1. DBA - Mach Wealth Management 2. MARLO MACHALINSKI POSITION: I am the notary NATURE: I notarize documents and transfer titles for the general public. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 3205 West 26th Street, Erie PA 16506, United States DESCRIPTION: I am a notary in the state of PA in which I notarize documents and transfer titles, etc for PennDOT. 3. MARLO MACHALINSKI POSITION: Agent NATURE: I am an independent health and life agent. I receive compensation from companies directly. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1999 ADDRESS: 3205 West 26th Street, Erie PA 16506 DESCRIPTION: I meet with clients to determine what insurance they need. 4. MARLO MACHALINSKI POSITION: Rental Income NATURE: Individual at this time but will be updating to LLC in the near future. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 3205 West 26th Street, Erie PA 16506, United States DESCRIPTION: I receive rent from a business in this location that has it's own suite that is totally separate from my office and that has its own entrance. This business is not finance or insurance related. I also have other real estate properties that are not at this location that I receive rent for as well. Mach Wealth Management also pays rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-13 |
Reach out to this advisor