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 | 1997-07-08 |
Branch Locations
2790 Skypark Drive Suite 200, Torrance, CA 90505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Torrance | CA | 06/1992 | 06/2023 |
| Osaic Wealth, Inc. | Torrance | CA | 06/2023 | Present |
1. AMY FOSTER, CORPORATE REGISTERED INVESTMENT ADVISOR , INVESTMENT RELATED, 2790 SKYPARK DRIVE SUITE 200, TORRANCE, CA 90505, OWNER, STARTED 1998, 80 HOURS PER MONTH, 4 HOURS PER MONTH DURING STH,I AM DOING COMPREHENSIVE PLANNING EITHER HOURLY BASIS OR THROUGH A THIRD PARTY MANAGER ON THE OSAIC WEALTH, INC. PLATFORM. 2. TRUSTEE FOR SONS ACCOUNT, DEREK FOSTER, NON INVESTMENT RELATED, STARTED 2/15/2006, 1 HOURS PER MONTH, 0 HOURS DURING STH, I HAVE ONE ACCOUNT THAT IS INVESTED WITH A THIRD PARTY MANAGER. I DO NOT MAKE THE INVESTMENT DECISIONS. I FILE THE TAX RETURN 3. TRUSTEE OF THEODORE FOSTER TRUST POSITION: trustee NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2015 ADDRESS: 2790 Skypark Drive, Suite 200, Torrance CA 90505 DESCRIPTION: I am the trustee of my father in laws trust. He passed away on 11/14/2015 4. P.A.I.R. FINANCIAL POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1989 ADDRESS: 2790 Skypark Drive Suite 200, Torrance, CA 90505, Torrance CA 90505, United States DESCRIPTION: I sell life, health insurance and long term care insurance. 5. TRUSTEE POSITION: trustee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2021 ADDRESS: 2790 Skypark Drive, Suite 200, Torrance CA 90505, United States DESCRIPTION: I am the trustee for my mother, Joan O. Schloss. Trust dated 1-3-1986. 6. AMY SHARE JOAN OLEN SCHLOSS TRUST POSITION: trustee NATURE: Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2024 ADDRESS: 2790 Skypark Drive 200, TORRANCE CA 90505, United States DESCRIPTION: I am the trustee for the Amy Foster share of the Joan Olen Schloss trust dated 1/3/1986. 7. DEREK SHARE OF THE JOAN OLEN SCHLOSS TRUST POSITION: Trustee NATURE: Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2024 ADDRESS: 2790 Skypark Drive 200, TORRANCE CA 90505, United States DESCRIPTION: I am the trustee of an irrevocable trust created by my mother for my son.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-13 |
Reach out to this advisor