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_RES | 2024-09-05 |
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Financial Group | Johnston | IA | 11/2013 | Present |
| Ameritas Investment Corp | Lincoln | NE | 09/2015 | 01/2017 |
| Sii | Huxley | IA | 01/2017 | 11/2018 |
| Osaic Wealth, Inc. | Johnston | IA | 11/2018 | Present |
1. CENTRAL FINANCIAL GROUP - FIXED INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2013 ADDRESS: 5700 Merle Hay Road, PO 1447, Johnston IA 50131, United States DESCRIPTION: Sell and service Insurance products 2. CENTRAL FINANCIAL GROUP - BUSINESS NAME POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/05/2015 ADDRESS: 5700 Merle Hay Road, PO Box 1447, Johnston IA 50131, United States DESCRIPTION: Sales and marketing ofsecurities, investment advisory, and insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-09 |
Reach out to this advisor