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 | 2025-01-24 |
Branch Locations
1813 North Franklin Street Suite 200, Pittsburgh, PA 15233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Pittsburgh | PA | 12/2014 | 01/2025 |
| Builders Exchange Benefits, Inc. | Pittsburgh | PA | 01/1989 | Present |
| Osaic Wealth, Inc. | Pittsburgh | PA | 01/2025 | Present |
1)BUILDERS EXCHANGE BENEFITS 1813 NORTH FRANKLIN STREET SUITE 200 PITTSBURGH, PA. 15233 INSURANCE INVESTMENT RELATED SELLING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE INSURANCE STARTED ON 05/1989 WORKING 200 HPM ALL DURING TRADING HOURS. 2) LUCY DUKE LLC 100 CHARTERWOOD DRIVE PITTSBURGH PA 15237 CATEGORY: LLC/REAL ESTATE MANAGEMENT RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER/PARTNER DUTIES: ENTITY FOR THE PURPOSE OF ACQUIRING RESIDENTIAL RENTAL PROPERTIES START DATE: 01/18/2023 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-03-02 |
Reach out to this advisor