Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| KY | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
1277 Worthington Woods Blvd, Columbus, OH 43085 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 02/2000 | 01/2024 |
| Osaic Wealth, Inc. | Columbus | OH | 01/2024 | Present |
1. AMSOIL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 2492 Meadowshire Road, Galena OH 43021, United States DESCRIPTION: Sales of oil and lubricants by referral only. 2. SPARROW LODGE #400 POSITION: Officer NATURE: Free and Accepted Masons in Ohio INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 85 Morning Street, Sunbury OH 43074, United States DESCRIPTION: One of 7 Officers of the Lodge, No compensation. Carry out the duties as an Officer in the best interest of the Lodge 3. MCCASH FINANCIAL GROUP, LLC POSITION: President NATURE: C Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/14/2022 ADDRESS: 7540 Pingue Drive, Columbus OH 43085, United States DESCRIPTION: Insurance salesAncillary salesHealthcareLTCDIAnnuities 4. GSM BUSINESS MANAGEMENT, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2025 ADDRESS: 7540 Pingue Drive, Columbus OH 43085, United States DESCRIPTION: Oversee the W-2 payroll of employees, staff, operations and administrative assistants of McCash Financial Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-06 |
Reach out to this advisor