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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
609 North Church St Lower Level, Suite 2, Mount Pleasant, PA 15666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Insurance Center (Self Employed) | Mt Pleasant | PA | 05/1988 | Present |
| Fortis Investors, Inc. | Mt. Pleasant | PA | 01/1992 | Present |
| Osaic Wealth, Inc. | Mount Pleasant | PA | 01/2024 | Present |
1) MOUNT PLEASANT INSURANCE CENTER; NON INV REL; 550 N CHURCH ST MOUNT PLEASANT, PA 15666; SELL INSURANCE PRODUCTS; INSURANCE AGENT STARTED JULY 1980; 7/1/1980; 8HR/MO; 8HR/MO; SELL INSURANCE PRODUCTS. 2) MOUNT PLEASANT INSURANCE CENTER POSITION: TAX PRACTIONIER NATURE: TAX PREPARATION AND LIMITED PAYROLL INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1983 ADDRESS: 550 N CHURCH ST, CHURCH ST PLAZA, MOUNT PLEASANT PA 15666, United States DESCRIPTION: TAXPREPARATION AND LIMITED PAYROLL 3) MOUNT PLEASANT INSURANCE CENTER POSITION: SOLE LLC NATURE: LLC ONE MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1983 ADDRESS: 609 NORTH CHURCH ST, LOWER LEVEL SUITE 2, Mount Pleasant PA 15666, United States DESCRIPTION: RETIREMENT PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-04 |
Reach out to this advisor