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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
2699 Stirling Road Suite A-200, Ft. Lauderdale, FL 33312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Financial Consultants | Fort Lauderdale | FL | 05/2020 | Present |
| Securities America Inc | Fort Lauderdale | FL | 09/2023 | 06/2024 |
| United Healthcare | Miramar | FL | 07/2018 | 05/2020 |
| Humana | Miramar | FL | 05/2012 | 06/2018 |
| Securities America Advisors | Fort Lauderdale | FL | 11/2023 | 06/2024 |
| Osaic Wealth, Inc. | Ft. Lauderdale | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Ft. Lauderdale | FL | 06/2024 | Present |
1. ASSOCIATED FINANCIAL CONSULTANTS POSITION: Benefits Consultant NATURE: Selling and servicing of group health insurance and other employee benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 05/11/2020 ADDRESS: 2699 Stirling Road #A200, Fort Lauderdale FL 33312 DESCRIPTION: Solicit and service group insurance policies for small and medium sized businesses. 2. ASSOCIATED FINANCIAL CONSULTANTS POSITION: Benefits Consultant NATURE: Selling and servicing of group health insurance and other employee benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 05/11/2020 ADDRESS: 2699 Stirling Road #A200, Fort Lauderdale FL 33312, United States DESCRIPTION: Solicit and service group insurance policies for small and medium sized businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
Reach out to this advisor