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 | 2024-01-19 |
Branch Locations
1415 Vantage Park Drive Suite 250, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Network Technology Solutions | Charlotte | NC | 03/2001 | Present |
| Woodbury Financial Services Inc | Charlotte | NC | 08/2020 | 01/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 01/2024 | Present |
1) NETWORK TECHNOLOGY SOLUTIONS POSITION: OWNER NATURE: I'm the owner of an IT consulting company registered as an S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/20/2001 ADDRESS: 1728 Copperplate Road, Charlotte NC 28262, United States DESCRIPTION: Provide IT support and consultation 2) PROPERTY RENTALS POSITION: OWNER NATURE: I own 3 Rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2014 ADDRESS: 1728 Copperplate Road, Charlotte NC 28262, United States DESCRIPTION: Rental Owner 3) GCG WEALTH MANAGEMENT POSITION: IT NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/01/2020 ADDRESS: 9115 Harris Corner Pkwy, Suite 250, Charlotte NC 28262, United States DESCRIPTION: IT Support 4)GCG ADVISORY PARTNERS POSITION: Information Security Officer NATURE: This is just a DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2021 ADDRESS: 9115 Harris Corners Pkwy, Suite 250, Charlotte NC 28269, United States DESCRIPTION: I'm the information Security Officer. Asist with all technology related issues. 5)RICHARD BROWN POSITION: Owner NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 1728 Copperplate Road, Charlotte NC 28262, United States DESCRIPTION: I'm not actively selling insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-25 |
Reach out to this advisor