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 |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
421 W Broadway Ste 405, Council Bluffs, IA 51503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Council Bluffs | IA | 04/2014 | 06/2024 |
| Securities America Advisors | Council Bluffs | IA | 04/2014 | 06/2024 |
| Osaic Wealth, Inc. | Council Bluffs | IA | 06/2024 | Present |
1. AMERICAN WEALTH PARTNERS POSITION: Insurance Agent NATURE: American Wealth Partners- Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 12 START DATE: 04/07/2014 ADDRESS: 201 Bennett Ave, Council Bluffs IA 51503, United States DESCRIPTION: Sell Insurance 2. IOWA WESTERN CHAIN GANG POSITION: help move chains/ chart penalties NATURE: Iowa Western Chain Gang INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 13 Becky Lane, Council Bluffs IA 51503, United States DESCRIPTION: I help with the Iowa Western Chain gang on football Saturdays.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-25 |
Reach out to this advisor