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 |
|---|---|---|---|
| SD | RA | APPROVED | 2024-01-19 |
Branch Locations
3130 W 57Th St Suite 106, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Capital Inc | Lake St Louis | MO | 05/2008 | 08/2020 |
| Woodbury Financial Services Inc | Canton | SD | 08/2020 | 01/2024 |
| Osaic Wealth, Inc. | Canton | SD | 01/2024 | Present |
1. VERLEY FINANCIAL-FIXED INSURANCE POSITION: Financial Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/03/2005 ADDRESS: 121 S Main St., Canton SD 57013, United States DESCRIPTION: I offer my clients various fixed insurance products. 2. VERLEY FINANCIAL-DBA POSITION: financial professional. The purpose of this OBA is to disclose my DBA, Verley Financial. NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/03/2005 ADDRESS: 121 S. Main St., Canton SD 57013, United States DESCRIPTION: The purpose of this OBA is to disclose my DBA, Verley Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-16 |
Reach out to this advisor