Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2024-05-16 |
| AL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| IN | RA | APPROVED | 2023-09-01 |
| IA | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
| WV | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Dublin | OH | 10/2013 | 09/2023 |
| Producers Group | Dublin | OH | 03/2013 | Present |
| Osaic Wealth, Inc. | Dublin | OH | 09/2023 | Present |
1. PRODUCERS GROUP POSITION: PRODUCER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 12 INVESTMENT RELATED HOURS: 8 START DATE: 03/01/2013 ADDRESS: 7269 SAWMILL RD, SUITE 100, DUBLIN OH 43016 DESCRIPTION: SALES AND CONSULTING 2. CORPORATE INVESTMENT ADVISORY POSITION: IAR NATURE: INVESTMENT ADVISORY INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 10/28/2013 ADDRESS: 2800 NORTH CENTRAL AVE, 2100, PHOENIX AZ 85004 DESCRIPTION: SALES 3. EMERALD FINANCIAL ADVISORS POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2013 ADDRESS: 7269 Sawmill Rd, Suite 100, Dublin OH 43016 DESCRIPTION: Our regular DBA, but we also have insurance sales marketed under this name 4. LINDY INFANTE FOUNDATION POSITION: Board Member NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 6940 Macneil Dr, Dublin OH 43017, United States DESCRIPTION: The foundation provides scholarships (financial support) to underprivileged children that cannot afford the pay to play fees for athletics for both school sponsored and club sports. 5. MICHAEL E MENNING LLC POSITION: Member NATURE: LLC for payroll and taxes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 7269 Sawmill Road, Suite 100, Dublin OH 43016, United States DESCRIPTION: LLC for payroll and taxes 6. LABRADOR BROKERAGE AGENCY LLC, DBA MID OHIO BENEFITS GROUP POSITION: Co-owner NATURE: Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2001 ADDRESS: 7269 Sawmill Rd, Suite 100, Dublin OH 43016, United States DESCRIPTION: sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-19 |
Reach out to this advisor