Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-14 |
| CA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
9920 Pacific Heights Blvd Ste 100, San Diego, CA 92121 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | San Diego | CA | 04/2002 | 06/2024 |
| Securities America Advisors, Inc | Lajolla | CA | 05/2002 | 06/2024 |
| Coghlan Financial Group, Inc. | San Diego | CA | 08/2007 | Present |
| Osaic Wealth, Inc. | El Segundo | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | El Segundo | CA | 06/2024 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/28/1994 ADDRESS: 4370 La Jolla Village Dr, Ste 630, San Diego CA 92122 DESCRIPTION: Sales of fixed insurance products. SECURITIES AMERICA ADVISORS POSITION: Investment Advisor Representative NATURE: SECURITIES AMERICA ADVISORS, INC. - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2002 ADDRESS: 4370 La Jolla Village Dr Ste 630, San Diego CA 92122 DESCRIPTION: Fee based investment advisory services TRUST & WILL POSITION: Solicitor NATURE: Living Trust services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/14/2021 ADDRESS: 4370 La Jolla Village Dr, Suite 630, San Diego CA 92122 DESCRIPTION: Provide Living Trust document creation services to existing advisory and brokerage clients. This OBA purchases Trust tickets from Trust & Will, then provide them to clients for a fee. We will assist clients in gathering the necessary data, handle all data submission to Trust & Will then provide the final document to the client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-19 |
Reach out to this advisor