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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-28 |
| CA | RA | APPROVED | 2024-10-11 |
| FL | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| ND | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
850 Nw Federal Hwy Suite Vo415, Stuart, FL 34994 • United States
2 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 |
|---|---|---|---|---|
| Universal Financial Consultants | Jensen Beach | FL | 06/2006 | Present |
| American Portfolios Finc'L Svcs | Jensen Beach | FL | 09/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. WISWELL FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 01/09/2003 ADDRESS: 850 NW Federal Hwy, Stuart FL 34994, United States DESCRIPTION: Work with the public as a registered representative and advisor in the securities business and create content, Manage Social Media and Public Outreach for the securities business. 2. JOHN WISWELL POSITION: Agent NATURE: NA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1992 ADDRESS: 850 Nw Federal Hwy, Stuart FL 34997, United States DESCRIPTION: Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-06 |
Reach out to this advisor