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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2024-05-14 |
| MI | RA | APPROVED | 2022-05-17 |
Branch Locations
2163 University Park Dr Suite 110, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 09/2019 | 05/2022 |
| Securian Financial Services Inc | St. Paul | MN | 09/2019 | 05/2022 |
| Securian Financial Advisors Of Great Lakes | Okemos | MI | 09/2019 | 05/2022 |
| Legacy Financial | Grand Blanc | MI | 11/2015 | 09/2019 |
| West Financial | Grand Blanc | MI | 11/2015 | 09/2019 |
| Osaic Wealth, Inc. | Okemos | MI | 05/2022 | Present |
1) WEALTH ADVISORS OF THE GREAT LAKES POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/16/2022 ADDRESS: 2163 University Park Dr, Okemos MI 48864, United States DESCRIPTION: fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
Reach out to this advisor