Best Investors
Account
Sign in
Best Investors
Account
Sign in
538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-14 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-07 |
Branch Locations
1111 S. Silverston Way Suite 120, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Boise | ID | 02/2011 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 01/2022 |
| Ameriprise Financial Services, Llc | Meridian | ID | 01/2022 | 03/2024 |
| Securities America, Inc. | Meridian | ID | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Meridian | ID | 06/2024 | 11/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2025 | Present |
| Osaic Advisory Services, Llc | Meridian | ID | 11/2025 | Present |
1.)***IDAHO CENTRAL CREDIT UNION POSITION: Financial Advisor NATURE: Credit Union Banking INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2022 ADDRESS: 4400 Central Way, Chubbuck ID 83202 DESCRIPTION: Employee of the Credit Union
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-16 |
Reach out to this advisor