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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| CA | RA | APPROVED | 2024-01-19 |
| CT | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
50 California Street Suite 1500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Foster City | CA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Foster City | CA | 03/2017 | 11/2020 |
| Massmutual Life Insurance Co | Foster City | CA | 07/2016 | 11/2020 |
| Woodbury Financial Services Inc | San Francisco | CA | 11/2020 | 01/2024 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2024 | Present |
1. INTEGRATED COMMUNITY SERVICES POSITION: BOARD MEMBER NATURE: NON PROFIT INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 523 4th Street, Suite 100, SAN RAFAEL CA 94901, United States DESCRIPTION: ACTIVE BOARD MEMBER 2. JONATHAN MARTIN POSITION: OWNER NATURE: SELLING INSURANCE OUTSIDE OF B/D INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/05/2020 ADDRESS: 177 CROWN COURT, APT 10, SAN FRANCISCO CA 94114, United States DESCRIPTION: SELLING INSURANCE OUTSIDE OF B/D
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-30 |
Reach out to this advisor