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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Amherst | NY | 09/2022 | 06/2024 |
| Brothers Of Mercy | Clarence | NY | 11/2016 | 08/2022 |
| Unemployed | Akron | NY | 09/2012 | 11/2016 |
| Securities America Advisors | Amherst | NY | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | Present |
1. EMPLOYEE OF FIRM, L&M GROUP LTD. POSITION: Employee of the firm, L&M Group Ltd. NATURE: Employee of Firm, L&M Group Ltd. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/23/2023 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226 DESCRIPTION: Employee of the firm, L&M Group Ldt. 2. LIFE INSURANCE POSITION: Life Agent NATURE: Life Insurance License State of New York INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2022 ADDRESS: 5 Keph Drive, Apt 6, Buffalo NY 14228, United States DESCRIPTION: Life Insurance License
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
Reach out to this advisor