Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Sebring | FL | 11/2012 | 08/2022 |
| Wells Fargo Advisors ,Llc | Sebring | FL | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sebring | FL | 11/2016 | 08/2022 |
| Osaic Wealth, Inc. | Lakeland | FL | 08/2022 | Present |
1) FREEDOM FINANCIAL GROUP LLC POSITION: Registered Representative conducting securities and investment business under this name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/29/2022 ADDRESS: 6011 US Hwy 27 N, Sebring FL 33870, United States DESCRIPTION: Registered Representative conducting securities and investment business under this name 2) FREEDOM FINANCIAL GROUP LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 08/29/2022 ADDRESS: 6011 US Hwy 27 N, Sebring FL 33870, United States DESCRIPTION: Sales of fixed insurance products 3) POWER OF ATTORNEY FBO R. KRAUSE JR POSITION: Power of Attorney NATURE: Power of Attorney for my dad. Manage investments and finances as needed. POA is not currently being utilized at this time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2022 ADDRESS: DESCRIPTION: Power of attorney for my dad. Manage investments and finances as needed. POA is not currently being utilized at this time. 4) POWER OF ATTORNEY FBO W. WETHINGTON POSITION: Power of Attorney NATURE: Power of Attorney for my step-dad. Manage banking and finances as needed. He has no investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: DESCRIPTION: Power of Attorney for my step-dad. Manage banking and finances as needed. He has no investments. 5) POWER OF ATTORNEY FBO D. ALEXANDER POSITION: Power of Attorney NATURE: Power of Attorney for my mother-in-law. Manage banking and finances as needed. She has no investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2025 ADDRESS: DESCRIPTION: Power of Attorney for my mother-in-law. Manage banking and finances as needed. She has no investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-26 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-14 |
Reach out to this advisor