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 |
|---|---|---|---|
| MT | RA | APPROVED | 2022-04-06 |
Branch Locations
490 North 31 St Street Suite 217, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Billings | MT | 01/2009 | 04/2022 |
| Osaic Wealth, Inc. | Billings | MT | 04/2022 | Present |
| Ridgeline Wealth Partners | Billings | MT | 03/2022 | Present |
1) BAGPIPES POSITION: bagpiper NATURE: playing bagpipes for weddings funerals INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1982 ADDRESS: 3515 Racquet Drive, BILLINGS MT 59102, United States DESCRIPTION: practice, teach and play the bagpipes 2) BOZEMAN KAPPA SIGMA BUILDING ASSOCIATION POSITION: President NATURE: operation of College Fraternity House INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1120 s 6th Ave, Bozeman MT 59715, United States DESCRIPTION: oversee operation of house, work with property manager to ensure maintenance is completed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-13 |
Reach out to this advisor