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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Bloomington | IL | 03/2006 | 06/2024 |
| Securities America Advisors, Inc. | Bloomington | IL | 03/2006 | 06/2024 |
| Osaic Wealth, Inc. | Bloomington | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Bloomington | IL | 06/2024 | Present |
***BPA FINANCIAL ADVISORS FIXED INSURANCE SALES SALES REPRESENTATIVE 15% TIME SPENT ***SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 03/2006 - LOCATED AT 712 IAA DRIVE, BLOOMINGTON, IL 61701, United States ***BPA FINANCIAL ADVISORS POSITION: sales NATURE: BPA FINANCIAL ADVISORS - INSURANCE SALES - REPRESENTATIVE - INVESTMENT RELATED - START DATE: 10/1994 - LOCATED AT 712 IAA DRIVE, BLOOMINGTON, IL 61701, United States - TIME SPENT 5% INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/1994 ADDRESS: 712 IAA Dr, Bloomington IL 61701, United States DESCRIPTION: Fixed annuity or term life sales. Very limited. 5% of time or less annually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-30 |
Reach out to this advisor