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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| The Master'S Agency | Greeley | CO | 06/1983 | Present |
| Securities America, Inc. | Greeley | CO | 11/2014 | 06/2024 |
| Securities America Advisors, Inc. | Greeley | CO | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Greeley | CO | 06/2024 | Present |
| Osaic Wealth, Inc. | Greeley | CO | 06/2024 | Present |
***DBA - THE MASTER'S AGENCY ***THE MASTER'S FINANCIAL GROUP PRESIDENT - START DATE: 6/1983 ***LIFE INSURANCE AND ANNUITY SALES POSITION: I sell life insurance and annuities NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1987 ADDRESS: 6500 W 29th st, ste.210, Greeley CO 80634 DESCRIPTION: sell life insurance and annuities ***MONEY MEN OF ST MICHAELS POSITION: owner NATURE: RENTAL PROPERTY - REAL ESTATE - OWNER INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2005 ADDRESS: 6500 W 29th st, ste.210, Greeley CO 80634 DESCRIPTION: Rental Property ***ARKRL LLC POSITION: silent partner NATURE: rental property, I am 50% owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 37288 Legends Cir Soldotna AK 99669 DESCRIPTION: I'm a 50% owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-24 |
Reach out to this advisor