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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Benefits Group | Cheswick | PA | 01/1993 | Present |
| Woodbury Financial Services, Inc | Wexford | PA | 07/1999 | 01/2024 |
| Osaic Wealth, Inc. | Pittsburgh | PA | 01/2024 | Present |
THE BENEFITS GROUP POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2003 ADDRESS: 400 Loop Street, Pittsburgh PA 15215, United States DESCRIPTION: Servicing of life and health insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-13 |
Reach out to this advisor