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 | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1820 Gateway Drive Suite 350, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | San Mateo | CA | 06/2007 | 01/2025 |
| Osaic Wealth, Inc. | San Mateo | CA | 01/2025 | Present |
1. NAME: SCOTT MORRIS ADDRESS: 1510 FASHION ISLAND BLVD STE 210, SAN MATEO, CA 94404 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 9/1/2007 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2. OSAIC WEALTH POSITION: Advisor NATURE: To sell non-variable life insurance and annuity contracts INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2007 ADDRESS: 1820 Gateway Dr Ste 350 San Mateo CA 94404 DESCRIPTION: sell non-variable life insurance and annuity contracts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-25 |
Reach out to this advisor