Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| LA | RA | APPROVED | 2024-01-19 |
| MS | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
3500 N Causeway Blvd. Ste 120, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Financial Advisors Llc | Denham Springs | LA | 12/2013 | 07/2018 |
| Capital One Sharebuilder, Inc. | Denham Springs | LA | 01/2015 | 07/2018 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Metairie | LA | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Metairie | LA | 01/2024 | Present |
1) PRESERVATION WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance agent receiving commissions on the sale of insurance products and in certain instances, payments for the renewal of certaininsurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/08/2018; ADDRESS: 3500 N. Causeway Blvd., Ste. 120, Metairie LA 70002, United States; DESCRIPTION: Insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
Reach out to this advisor