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 | 2025-05-09 |
| MI | RA | APPROVED | 2024-10-11 |
Branch Locations
1130 Tienken Ct Suite 106, Rochester Hills, MI 48306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 07/2010 | 01/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2010 | 01/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2019 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. American Portfolios Advisors, Inc. POSITION: Investment Advisor Representative. NATURE: Advisory. INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 45 START DATE: 01/04/2019 ADDRESS: 1130 Tienken Court Suite 106 Rochester Hills, MI 48306 United States, United States DESCRIPTION: Setting up APA RIA accounts for clients, obtaining client risk tolerance, time horizon information. Maintaining an ongoing contact with clients, discuss positions. 2. INSURANCE AGENT. POSITION: Insurance Agent. NATURE: Selling Approved Insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2010 ADDRESS: 1130 Tienken Court Suite 106 Rochester Hills, MI 48306 United States DESCRIPTION: Speaking and explaining to clients insurance products and how they may fit their specific needs. 3. GEORGE ZOBIAN POSITION: INSURANCE AGENT NATURE: Selling Approved Insurance products, sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2010 ADDRESS: 1130 Tienken Court, Suite 106, Rochester Hills MI 48306, United States DESCRIPTION: Selling BD approved annuities to clients where such vehicles are appropriate. Life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-28 |
Reach out to this advisor