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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-08 |
| CT | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| ME | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brennan Insurance | Winthrop | ME | 06/1996 | Present |
| Woodbury Financial Services, Inc | Woodbury | MN | 03/2007 | 01/2024 |
| Osaic Wealth, Inc. | Winthrop | ME | 01/2024 | Present |
1) PATRICK BRENNAN-INSURANCE AGENT POSITION: insurance agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/27/2015 ADDRESS: 10 Cross Rd Ste G, Winthrop ME 04364, United States DESCRIPTION: life and health insurance sales & service 2) BRENNAN PARTNERS POSITION: sales NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2015 ADDRESS: 10 Cross Rd Ste G, Winthrop ME 04364, United States DESCRIPTION: service and sell security products, client management and office management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-13 |
Reach out to this advisor