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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Verizon Wireless | Peoria | IL | 08/2004 | Present |
| Woodbury Financial Services | Peoria | IL | 01/2008 | 01/2024 |
| Osaic Wealth, Inc. | East Peoria | IL | 01/2024 | Present |
1) LEGACY INVESTMENTS SERVICES INC; INV RELATED; 430 N MAIN ST E PEORIA,IL 61611; INDEPENDENT INSURANCE; INVESTMENT ADVISOR; 10/30/2008; 3HR/MON; 3HR/MON; SELLING FIXED LIFE INSURANCE AND ANNUITIES AND HEALTH INSURANCE 2) FULLSCOPE FINANCIAL SERVICES POSITION: owner NATURE: This is an S Corp used only for payroll INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/28/2018 ADDRESS: 430 N Main St, East Peoria IL 61611, United States DESCRIPTION: funding the account for payroll 3)LEGACY INVESTMENT SERVICES INC POSITION: RIA/ Registered Rep NATURE: 4) Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2008 ADDRESS: 430 N Main St, East Peoria IL 61611, United States DESCRIPTION: This is the DBA name used in my email and business card for my securities business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
Reach out to this advisor