Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-12 |
| NJ | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
West Chester, PA • United States
900 Haddon Avenue Suite 432, Collingswood, NJ 08108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Collingswood | NJ | 10/2022 | 01/2025 |
| United States Navy | Virginia Beach | VA | 10/2015 | 10/2022 |
| Osaic Wealth, Inc. | Collingswood | NJ | 01/2025 | Present |
1) KEVIN BYRNE 900 HADDON AVENUE SUITE 432 COLLINGSWOOD NJ 08108 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL FIXED LIFE INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, ACCIDENT AND HEALTH INSURANCE, LONG TERM CARE INSURANCE, DISABILITY INSURANCE START DATE: 06/23/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) INTEGRITY 5 LLC/ENTITY FOR EXPENSE MANAGEMENT PURPOSES POSITION: Owner NATURE: This is an entity set up to manage the expenses associated with my Financial Planning Practice. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 900 Haddon Ave Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Entity for business expenses associated with my Financial planning practice. 3) INTEGRITY 5 LLC 401K PROFIT SHARING PLAN POSITION: Trustee NATURE: Co Trustee of own 401k Profit Sharing Plan INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 900 Haddon Ave Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Trustee of 401k Profit Sharing Plan for Integrity 5 LLC, organization co-owned by me and my business partner Marc Neumann
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-09 |
Reach out to this advisor