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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
1402 Cat Mar Road Suite A, Niceville, FL 32578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Tallman Group, Llc | Niceville | FL | 03/2010 | Present |
| Sagepoint Financial | Niceville | FL | 11/2011 | 09/2023 |
| Osaic Wealth, Inc. | Niceville | FL | 09/2023 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS. 2. THE TALLMAN GROUP, LLC POSITION: Owner - NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/01/2010 ADDRESS: 1402 CAT-MAR ROAD, SUITE A, NICEVILLE FL 32578, United States DESCRIPTION: Insurance Sales and Service 3. JONATHAN M. TALLMAN POSITION: Insurance Sales/Service NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/22/2006 ADDRESS: 1402 Cat-Mar Road, Suite A, Niceville FL 32578, United States DESCRIPTION: Insurance Sales/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-27 |
Reach out to this advisor