Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Noblesville | IN | 03/2006 | 10/2017 |
| Securities America, Inc | Noblesville | IN | 10/2017 | 06/2024 |
| Securities America Advisors | Noblesville | IN | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Noblesville | IN | 06/2024 | Present |
1. Private Capital Mortgage Group, Inc Position: President Nature: Mortgage Brokerage for Residential Loans - Investment Related: No - Hours: 4 - Securities Trading Hours: 4 - Start Date: 05/23/2008 - Address: 835 Conner Street, Noblesville IN 46060, United States 2. Private Capital Management Group, Inc Position: President - Nature: Insurance Sales - Investment Related: No - Hours: 4 - Securities Trading Hours: 2 - Start Date: 12/31/1999 - Address: 835 Conner Street, NOBLESVILLE IN 46060, United States 3. PRIVATE CAPITAL MANAGEMENT GROUP, INC - DBA 4. TIMBERLINE PROPERTIES AND CRIMSON SQUARES PROPERTIES LLC POSITION: Owner / Member NATURE: Rental Property Owner INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2001 ADDRESS: 835 Conner Street, Noblesville IN 46060 DESCRIPTION: I have purchased some commercial and residential rental properties. They are leased. Residential - 01352 Powder Ridge Dr - Boyne Falls, MI 49713Commercial:835 Conner St - Noblesville, IN 46060 - 1st floor is Office + Apartment above with separate outside stairwell to 2nd floor925 Conner St Noblesville, IN 46060 - Multi-Tenant Building 5. PROPERTY & CASUALTY MANAGEMENT GROUP, INC. POSITION: Owner/Agent NATURE: Sales of property & casualty insurance including home, auto, commercial and umbrella insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/19/2018 ADDRESS: 835 Conner St, Noblesville IN 46060 DESCRIPTION: Sales of property & casualty insurance including home, auto, commercial and umbrella insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-31 |
Reach out to this advisor