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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1110 Iron Point Rd. Suite 160 , Folsom, CA 95762 • United States
El Dorado Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Folsom | CA | 01/2013 | 06/2024 |
| Securities America Advisors, Inc. | Folsom | CA | 01/2013 | 06/2024 |
| Osaic Wealth, Inc. | Folsom | CA | 06/2024 | Present |
1. WEBER WEALTH MANAGEMENT & INSURANCE SERVICES, INC. POSITION: Owner and Producer NATURE: Insurance Sales-Life Insurance, Disability Insurance and Long-Term Care Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/13/2017 ADDRESS: 1110 Iron Point Rd, Ste 160, Folsom CA 95630 DESCRIPTION: Selling and servicing Life, Disability and Long-Term Care Insurance 2. IRON POINT PRIVATE WEALTH POSITION: CEO NATURE: It is a new DBA of my S-Corp - Weber Wealth Management & Insurance Services, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/12/2025 ADDRESS: 1110 Iron Point Rd, Ste 160, Folsom CA 95630, United States DESCRIPTION: Same as Weber Wealth Management. It is a new DBA for my securities business through Osaic. 3. TRAVEL AGENT POSITION: Independent Contractor NATURE: I signed up with Goldrush Getaways to become a travel agent in order to learn more about traveling and to personally save on my own traveling. I have no intention in being a travel agent as a business, I only want to get cheaper vacations for myself. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 400 Loganberry Ct, El Dorado Hills CA 95762, United States DESCRIPTION: Learning about traveling at the seminars that Goldrush Getaways provides and booking my own travel as a travel agent for my own vacations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-16 |
Reach out to this advisor