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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-29 |
| NE | RA | APPROVED | 2025-06-26 |
Branch Locations
1299 Farnam St. Suite 369, Omaha, NE 68102 • United States
1140 South Tremont Street, Oceanside, CA 92054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | La Vista | NE | 12/2011 | 06/2024 |
| Securities America Advisors | La Vista | NE | 12/2011 | 06/2024 |
| Osaic Wealth, Inc. | Gretna | NE | 06/2025 | Present |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 03/2025 |
1. RIGHTPATH PLANNING PARTNERS, LLC POSITION: Co-owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/03/2025 ADDRESS: 15104 Redwood St, Omaha NE 68138, United States DESCRIPTION: Retirement Income Planning consulting and technology consulting 2. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2025 ADDRESS: 1110 Iron Point Road, Folsom CA 95630, United States DESCRIPTION: Insurance Sales 3. IRON POINT FINANCIAL ADVISORS POSITION: Business Analyst NATURE: Office of Supervisory Jurisdiction (OSJ) INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 06/16/2025 ADDRESS: 1110 Iron Point Road, Folsom CA 95630, United States DESCRIPTION: Assist the OSJ with supervision as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-16 |
Reach out to this advisor