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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Houston | TX | 01/2014 | 09/2023 |
| Osaic Wealth, Inc. | Houston | TX | 09/2023 | Present |
1) GROWTH AND INCOME SOLUTIONS, INC. POSITION: owner NATURE: Entity for Payroll and Tax INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2018 ADDRESS: 2610 Riverhollow Ln, Houston TX 77479, United States DESCRIPTION: Used exclusively for tax and payroll no other activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-02 |
Reach out to this advisor