Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-25 |
| FL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
210 Sw Natura Ave, Deerfield Beach, FL 33441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blade And Blade Pa | Deerfield Beach | FL | 01/1998 | Present |
| National Planning Corporation | Saint Petersburg | FL | 01/2012 | 10/2017 |
| Securities America Inc. | Deerfield Beach | FL | 10/2017 | 06/2024 |
| Securities America Advisors | Deerfield Beach | FL | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Deerfield Beach | FL | 06/2024 | Present |
**BNI POSITION: Participant NATURE: Networking Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 3500 Gateway Drive, Ft. Lauderdale FL 33069, United States DESCRIPTION: This is a weekly networking group. I am the only Certified Financial Planner in the group. We have weekly meetings reviewing what I do to help clients. **BLADE & BLADE, P.A. POSITION: Manager NATURE: I help my husband with the human resources of his law practice. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/1993 ADDRESS: 210 SW Natura Ave, Deerfield Beach FL 33441, United States DESCRIPTION: I help my husband with the human resources of his law practice. **BLADE FINANCIAL SERVICES, LLC POSITION: Salesperson NATURE: Insurance sales in the areas of Life, Fixed Annuities, Disability, and Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/17/1996 ADDRESS: 210 SW Natura Avenue, Deerfield Beach FL 33441, United States DESCRIPTION: Advise clients on various insurance vehicles to meet their goals. **BLADE TITLE COMPANY POSITION: Volunteer NATURE: Help with my husbands title company when needed INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/1999 ADDRESS: 210 SW Natura Avenue, Deerfield Beach FL 33441, United States DESCRIPTION: I assist my husband by covering for a processor when they are out if needed, witness signatures, handle closings if needed. **BLADE FINANCIAL SERVICES, LLC POSITION: Advisor NATURE: Advisory Affiliation SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 10/17/1996 ADDRESS: 210 SW Natura Avenue, Deerfield Beach FL 33441, United States DESCRIPTION: Provide Financial Planning services and Investment Advisory Vehicles for clients through SAA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-07 |
Reach out to this advisor