Best Investors
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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-23 |
| MA | RA | APPROVED | 2023-08-09 |
| FL | RA | APPROVED | 2023-07-05 |
| GA | RA | APPROVED | 2023-07-03 |
| TX | RA | APPROVED | 2023-06-30 |
| NC | RA | APPROVED | 2018-11-02 |
| SC | RA | APPROVED | 2018-11-02 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
8816 Six Forks Road Suite 301, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 11/1994 | 11/2018 |
| Osaic Wealth, Inc. | Raleigh | NC | 11/2018 | Present |
1. CAPITOL FINANCIAL SOLUTIONS, LLC POSITION: CEOI NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 165 START DATE: 09/02/2007 ADDRESS: 8816 Six Forks Road, Suite 301, Raleigh NC 27615, United States DESCRIPTION: CEO, Advisor, OSJ 2. CAPITOL FINANCIAL SOLUTIONS POSITION: President & CEO NATURE: Insurance BGA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 8816 Six Forks Rd., Ste. 301, Raleigh NC 27615, United States DESCRIPTION: Insurance BGA- processing and working with insurance carriers to place and underwrite insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-07 |
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