Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 01/2000 | 10/2023 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 10/2023 |
| Osaic Wealth, Inc | Carleton | MI | 10/2023 | Present |
1. EMPLOYED: MATHEWSONS TAX SERVICE - TAX PREPARER 2. DBA - Pure Wealth Management, Ann Arbor, MI. Providing financial services to clients. Start date: 1/2/22, approx. 20-40 hrs/mo, 10% during mkt hrs. INV REL: Y 3. Sale of non-variable insurance products (including term life) through various insurance companies. Start date: 11/3/22, approx. 1-2 hrs/mo. INV REL: Y 4. PURE WEALTH MANAGEMENT POSITION: Financial Professional NATURE: Pure Wealth Management is DBA for marketing purposes only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 12753 Grafton Rd, Carleton MI 48117, United States DESCRIPTION: Pure Wealth Management is DBA for marketing purposes only 5. PURE WEALTH MANAGEMENT POSITION: Independent Insurance Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/02/2019 ADDRESS: 12753 Grafton Rd, Carleton MI 48117, United States DESCRIPTION: Provide term life insurance quotes and sell policies to clients from the insurance company that best suits their needs 6. MATHEWSONS TAX SERVICE POSITION: Tax Preparer NATURE: Tax preperation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2014 ADDRESS: 12753 Grafton Rd, Carleton MI 48117, United States DESCRIPTION: Tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-29 |
Reach out to this advisor