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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-22 |
Branch Locations
1150 Nw Maynard Rd Suite 110, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Cary | NC | 11/2015 | 04/2017 |
| Pierce Group Benefits | Holly Springs | NC | 04/2017 | 06/2019 |
| Woodbridge Financial Advice Dba Woodbridge Advisors | Holly Springs | NC | 06/2017 | 10/2018 |
| Edward Jones | St Louis | MO | 06/2019 | 10/2021 |
| Lpl Financial Llc | Cary | NC | 10/2021 | 04/2026 |
| Independent Advisor Alliance, Llc | Cary | NC | 10/2021 | 03/2024 |
| Founders Financial Alliance, Llc | Cary | NC | 03/2024 | 04/2026 |
| Osaic Wealth, Inc. | Cary | NC | 04/2026 | Present |
1. DU LAC WEALTH SERVICES POSITION: Investment Adviser Representative NATURE: Du Lac Wealth Services - DBA for Osaic Wealth, Inc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/15/2021 ADDRESS: 1150 NW Maynard Rd, Suite 110, Cary NC 27513-8709, United States DESCRIPTION: I provide investment advisory services through Osaic Wealth, Inc. 2. HIGHLAND CAPITAL BROKERAGE POSITION: Insurance Agent NATURE: Non-Variable Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/23/2026 ADDRESS: 1150 NW Maynard Rd, Suite 110, Cary NC 27513-8709, United States DESCRIPTION: Non-Variable Insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-20 |
| S66 | Uniform Combined State Law Examination | 2013-05-25 |
Reach out to this advisor