Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-20 |
Branch Locations
17199 N. Laurel Park Drive Suite 8, Livonia, MI 48152 • United States
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Southfield | MI | 07/2020 | Present |
| Saginaw Valley State University | Saginaw | MI | 08/2014 | 07/2019 |
| Complete Enterprise | Saginaw | MI | 07/2014 | Present |
1) MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2021 ADDRESS: 28411 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of Fixed Annuities and Non-Variable Insurance 2) MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2021 ADDRESS: 28411 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory ad insurance products 3) FATHOM FINANCIAL PARTNERS - SECURITES POSITION: Financial Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2025 ADDRESS: 1468 Kingston Drive, Suite 1300, southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4) FATHOM FINANCIAL PARTNERS - FIXED INSURANCE POSITION: Financial Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/11/2025 ADDRESS: 1468 Kingston Drive, Suite 1300, southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
Reach out to this advisor