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 | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| D/A Financial | Orinda | CA | 02/1995 | 02/2019 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 02/2019 |
| Lincoln Financial Advisors | San Ramon | CA | 02/2019 | 01/2025 |
| Osaic Wealth, Inc. | San Ramon | CA | 01/2025 | Present |
JOHN PACELLI POSITION: Agent NATURE: I intend to conduct non-variable insurance and annuities sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/08/2019 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct non-variable insurance and annuity sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-05-12 |
Reach out to this advisor