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_RES | 2024-06-20 |
| MD | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reese Yeatman | Bethesda | MD | 01/2006 | 07/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 11/2012 | 08/2018 |
| Securities America, Inc. | Bethesda | MD | 08/2018 | 06/2024 |
| Securities America Advisors | Bethesda | MD | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | Bethesda | MD | 06/2024 | Present |
1. DBA: Reese Yeatman Financial, LLC 2. LTAM POSITION: Solicitor NATURE: Solicitor Agreement for Symbil with LTAM INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2018 ADDRESS: 277 Park Avenue, New York NY 10172 DESCRIPTION: Solicitor Agreement for Symbil with LTAM 3. ADVISORY POSITION: Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 6 START DATE: 08/02/2018 ADDRESS: 4704 Highland Ave., Bethesda MD 20814 DESCRIPTION: Provide Advisory Services. 4. REESE YEATMAN FINANCIAL (INSURANCE SALES) POSITION: Partner NATURE: Reese Yeatman Financial Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 4704 Highland Ave., Bethesda MD 20814 DESCRIPTION: Insurance Sales that does not go through Osaic grid or through Highland Brokerage. 5. REESE YEATMAN FINANCIAL, LLC POSITION: Partner NATURE: LLC, which is the firm's DBA name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2018 ADDRESS: 4704 Highland Ave., Bethesda MD 20878, United States DESCRIPTION: Owner/Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-28 |
Reach out to this advisor