Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
550 South Watters Road Suite 257, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 01/2008 | 11/2016 |
| Questar Capital Corporation | Minneapolis | MN | 04/2008 | 11/2016 |
| Sagepoint Financial, Inc. | Richardson | TX | 11/2016 | Present |
| Osaic Wealth, Inc. | Allen | TX | 09/2023 | Present |
1) CAMPER ROGERS CAPITAL ADVISORS. POSITION: Insurance Agent. NATURE: Fixed insurance business. INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 10 START DATE: 01/24/2008 ADDRESS: 610 OLD CAMPBELL RD, STE 112, RICHARDSON TX 75080 DESCRIPTION: Sales and service. 3) OUTREACH MINISTRY POSITION: teacher NATURE: Teach Stewardship education in churches, Sunday classes, & life fellowship groups. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2009 ADDRESS: 1112 Fairway West, Hideaway TX 75771, United States; DESCRIPTION: Teach Stewardship classes and training in churches. 4) BUDDY CAMPER POSITION: agent NATURE: independent agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/24/2008 ADDRESS: 550 South Watters Road, STE 257, Allen TX 75013, United States DESCRIPTION: develop insurance concepts for clients as needed 5) COVENANT CAPITAL ADVISORS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 550 S. Watters, Suite 257, Allen TX 75713, United States DESCRIPTION: Work with individuals as wealth manager and investment advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-02 |
Reach out to this advisor