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 | 2024-01-19 |
Branch Locations
10260 Westheimer Rd Ste 300, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Houston | TX | 12/2014 | 01/2024 |
| Osaic Wealth, Inc. | Houston | TX | 01/2024 | Present |
1) SILVEROAK FINANCIAL GROUP POSITION: Advisor NATURE: Partnership, Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 10/01/2018 ADDRESS: 10260 Westheimer Rd, Suite 300, Houston TX 77042, United States DESCRIPTION: Financial Advisor 2) BENEFITMALL POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2018 ADDRESS: 10370 Richmond Ave, 350, Houston TX 77042, United States DESCRIPTION: Small group health plans & individual health plans - assist as an agent to service these plans 3) THE BRADFORD BENEFIT POSITION: Owner NATURE: LLC (formed in September 2025) INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 11/03/2025 ADDRESS: 9711 S Mason Rd, Suite 125, Richmond TX 77407, United States DESCRIPTION: Group Health Benefits, individual health benefits, life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-19 |
Reach out to this advisor