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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2025-01-28 |
| CA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services Inc | Holbrook | NY | 02/2012 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. Switchgrass English Setters- Hunting Dog Breeding- Owner- Not Investment related- start date 12.31.21- Annual compensation approx $12,000- 5 hours devoted monthly 2. SWITCHGRASS ENGLISH SETTERS POSITION: Owner NATURE: Business structured as an LLC. I am a hobby breeder of English Setters/ hunting dogs. As we occasionally sell dogs beyond those we keep for personal use, I was advised at American Portfolios to be conservative and report as an OBA. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 12/02/2018 ADDRESS: 100 summit st, norwood NJ 07648, United States DESCRIPTION: Care and feeding and rearing of dogs, really no different than pet ownership with one litter born once per 24 months.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
Reach out to this advisor