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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
800 Township Line Road Suite 125, Yardley, PA 19067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Langhorne | PA | 07/2008 | 11/2023 |
| Osaic Wealth, Inc. | Langhorne | PA | 11/2023 | Present |
1) INSURANCE CONDUCTED UNDER JENNA BRESLIN; INVESTMENT RELATED; ONE OXFORD VALLEY SUITE 100 AND 150, LANGHORNE, PA 19047; OWNER; 09/11/2013; 2 HRS/MONTH; 2 HRS/MONTH DURING SECURITIES TRADING HOURS; ENGAGED IN SELLING VARIABLE ANNUITIES, FIXED LIFE AND HEALTH INSURANCE PRODUCTS 2) LEGACY FINANCIAL SERVICES GROUP; NOT INVESTMENT RELATED; OTHER, NONE; START DT 01/13/2011; 0; 0; DESCRIPTION- NONE. DBA IS FOR COMMUNITY RECOGNITION ONLY. 3) JAMES POTOKA POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 06/01/2008 ADDRESS: 800 Township Line Rd, Suite 125, Yardley PA 19067, United States DESCRIPTION: Meeting with clients, creating investment models, trading, taking client orders, completing and preparing paperwork.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
Reach out to this advisor