Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-23 |
| MA | RA | APPROVED | 2024-07-30 |
| FL | RA | APPROVED | 2023-07-31 |
| TX | RA | APPROVED_RES | 2023-07-28 |
| NJ | RA | APPROVED | 2018-08-20 |
| CT | RA | APPROVED | 2006-06-27 |
Branch Locations
1445 East Putnam Avenue, Old Greenwich, CT 06870 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Pinnacle Taxx Inc | White Plains | NY | 10/2002 | Present |
| Osaic Wealth Inc | White Plains | NY | 01/2005 | Present |
1) PINNACLE TAXX, INC.; NON-INVESTMENT RELATED; 1445 EAST PUTNAM AVE OLD GREENWICH CT 06870; OWNER; STARTED 2002; 75 HRS/MTH; 3 HRS/MTH DURING ST HOURS; TAX PREPARATION - OVERSEES 12 TAX OFFICES. 2) PINNACLE TAXX; INVESTMENT RELATED; 1445 EAST PUTNUM AVE OLD GREENWICH CT 06870; STATUTORY AGENT; STARTED 1984; 12 HRS/MTH; 1 HR/MTH DURING ST HOURS; SALE OF LIFE AND LONG TERM CARE INSURANCE. 3) PINNACLE TAXX; NON-INVESTMENT RELATED; 1445 EAST PUTNAM AVE OLD GREENWICH CT 06870; OWNER; STARTED 2000; 5 HRS/MTH; 1 HR/MTH DURING ST HOURS; ASSIST WITH PRIMARY MORTGAGES, SECOND MORTGAGE/HOME EQUITY LOANS BOTH RESIDENTIAL AND COMMERCIAL. 4) PINNACLE TAXX INC; NON-INVESTMENT RELATED; 1445 EAST PUTNAM AVE OLD GREENWICH CT 06870; OWNER; STARTED 07/01/2011; 0 HRS/MTH; 0 HRS/MTH DURING ST HOURS; OFFICE SPACE USED AS RENT PROPERTY. 5) LONG ISLAND FLIP POSITION: owner/investor NATURE: we are buying houses and auction if necessary fixing them up and selling INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2018 ADDRESS: 1445 e putnam ave, old greenwich CT 06870, United States DESCRIPTION: investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S66 | Uniform Combined State Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-01 |
Reach out to this advisor