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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| CA | RA | APPROVED | 2025-10-13 |
Branch Locations
1836 The Strand Unit B, Hermosa Beach, CA 90254 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| CA | RA | APPROVED | 2025-10-13 |
Branch Locations
Hermosa Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Relyea Zuckerberg Hanson, Llc | Stamford | CT | 09/2014 | 08/2021 |
| Crestwood Advisors Group Llc | Westport | CT | 08/2021 | 11/2022 |
| Empirical Wealth Management | Irvine | CA | 12/2022 | 05/2025 |
| Osaic Wealth, Inc | Scottsdale | AZ | 10/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 10/2025 | Present |
| Unemployed | Dana Point | CA | 06/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
Reach out to this advisor