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 | 2024-09-09 |
Branch Locations
2005 Vista Pkwy Ste 112, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2015 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2015 | 02/2019 |
| Cadaret, Grant & Co., Inc. | Lake Worth | FL | 02/2019 | 09/2024 |
| Osaic Wealth, Inc. | Lake Worth | FL | 09/2024 | Present |
1) GEOFFREY KASHER FINANCIAL, LLC POSITION: Sales Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1991 ADDRESS: 6922 Willow Creek Run, Lake Worth FL 33463 DESCRIPTION: Sales of whole life, term life, disability, and LTC insurance, fixed annuities 2) Society of Retired Business Execs, local, Florida Volunteer since 7/15/23, mentor individuals who want to start or improve their business, 20 hours per month, 0 during trading, Not investment-related. 3) GEOFFREY KASHER FINANCIAL LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/05/2015 ADDRESS: 6922 Willow Creek Run, #324, Lake Worth FL 33463 DESCRIPTION: DBA is used for marketing securities activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
Reach out to this advisor