Best Investors
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Account
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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
| MA | RA | APPROVED | 2024-11-08 |
| NJ | RA | APPROVED | 2024-11-08 |
| NY | RA | APPROVED | 2024-11-08 |
| NC | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 2024-11-08 |
Branch Locations
555 West 23Rd St, Unit N11H, New York, NY 10011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | New York | NY | 01/2015 | 06/2024 |
| Securities America Advisors | New York | NY | 01/2015 | 06/2024 |
| Arbor Point Advisors | New York | NY | 01/2015 | 11/2024 |
| Arbor Point Advisors | La Vista | NE | 01/2015 | 11/2024 |
| Osaic Wealth, Inc. | New York | NY | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1) N/A POSITION: Insurance Agent NATURE: Insurance Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/21/2011 ADDRESS: 555 W. 23rd Street, Unit N11H, New York NY 10011 DESCRIPTION: Write EIA, FA, Life Insurance and Long-Term Care business as it fits in client portfolios. 2) WEALTH PLANNING ADVISORS. LLC POSITION: Sole Proprietor NATURE: Run my advisory fees through LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2020 ADDRESS: 555 W 23rd St, Unit N11H, New York NY 10011 DESCRIPTION: Will be running Advisory fees through LLC on advice from my CPA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
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