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 | 2024-01-19 |
| TN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland Capital, Inc. | Lake St. Louis | MO | 10/2001 | 03/2020 |
| Woodbury Financial Services Inc | Collierville | TN | 03/2020 | 01/2024 |
| Osaic Wealth, Inc. | Collierville | TN | 01/2024 | Present |
1) LEADERSHIP COLLIERVILLE POSITION: Board Member NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2025 ADDRESS: 140 S Main St., Collierville TN 38017, United States DESCRIPTION: Vote on organization management decisions. 2) BARRIOS FINANCIAL SERVICES POSITION: owner NATURE: Sole Proprietership INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2001 ADDRESS: 185 N. Main Street, Ste 101, Collierville TN 38017, United States DESCRIPTION: Life Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-08 |
Reach out to this advisor