Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2008 | 03/2019 |
| Woodbury Financial Services, Inc. | Santa Ana | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Santa Ana | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Santa Ana | CA | 01/2024 | Present |
1) OSAIC WEALTH, INC. POSITION: Investment Advisor Representative. NATURE: Advisory. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2008 ADDRESS: 2030 E 4th St, #210D, Santa Ana CA 92705, United States DESCRIPTION: Investment advisory services. 2) PRODIGY GROUP POSITION: Insurance agent NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/1988 ADDRESS: 2030 E. 4th St., #210D, Santa Ana CA 92705, United States DESCRIPTION: Insurance activities on behalf of clients 3) STEPHEN MEADE POSITION: owner NATURE: sole proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/09/2025 ADDRESS: 2329 N. Linwood St., Santa Ana CA 92705, United States DESCRIPTION: I inherited several baseball cards from deceased brother. I plan to sell them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-14 |
Reach out to this advisor