Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn State | Harborcreek | PA | 08/2014 | 12/2018 |
| T.G.I. Friday'S | Erie | PA | 06/2016 | 09/2019 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 11/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 02/2020 | 08/2024 |
| Osaic Wealth, Inc | Erie | PA | 08/2024 | Present |
1. KEYSTONE FINANCIAL MANAGEMENT LLC POSITION: Advisor Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/27/2024 ADDRESS: 2205 W. Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Keystone Financial Management LLC is our OSJ who provides payroll to Kress Financial. Payroll is then reimbursed by the advisor Daniel Kress. Nathan Mosier does not perform any responsibilities at this OBA. It is merely for payroll processing. 2. SOCIAL MEDIA POSITION: Content Creator NATURE: I post videos cooking meat/ doing projects for my house. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2025 ADDRESS: 962 Colony Drive, Erie PA 16505, United States DESCRIPTION: n/a
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
Reach out to this advisor