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 | 2025-05-22 |
| TX | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase & Co | Dallas | TX | 01/2024 | 04/2025 |
| J.P. Morgan Chase & Co | Dallas | TX | 07/2021 | 12/2023 |
| J.P. Morgan Chase & Co | Newark | DE | 08/2020 | 06/2021 |
| J.P. Morgan Chase & Co | Newark | DE | 07/2019 | 07/2020 |
| Pennsylvania State University | State College | PA | 08/2015 | 05/2019 |
| J.P. Morgan Chase & Co | Newark | DE | 06/2018 | 08/2018 |
| Centric Financial Corporation | Harrisburg | PA | 06/2017 | 08/2017 |
| Home To Stay Inc | Harrisburg | PA | 09/2011 | 05/2017 |
| J.P. Morgan Chase & Co | Newark | DE | 05/2019 | 07/2019 |
| Osaic Wealth, Inc | Dallas | TX | 04/2025 | Present |
| Wealth Management Services, Inc | Dallas | TX | 04/2025 | Present |
1. WEALTH MANAGEMENT SERVICES POSITION: Financial Advisor / Investment Officer NATURE: DBA / Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 150 START DATE: 05/01/2025 ADDRESS: 1404 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: Financial Professional under DBA 2. WEALTH MANAGEMENT SERVICES POSITION: Financial Advisor / Investment Officer NATURE: DBA / Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 02/19/2026 ADDRESS: 1404 E Chocolate Ave, Hershey PA 17033, United States DESCRIPTION: Financial Professional under DBA Adding this additional OBA under WMS for insurance related activities such as annuities, life and health insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
Reach out to this advisor