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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarence | NY | 03/2005 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Clarence | NY | 03/2005 | 01/2022 |
| Scheff Thompson Cress Investment Group, Llc | Clarence | NY | 03/2005 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Clarence | NY | 01/2019 | 01/2022 |
| Fsc Securities | Orchard Park | NY | 01/2022 | 11/2023 |
| Osaic Wealth, Inc. | Orchard Park | NY | 11/2023 | Present |
1) INSURANCE LICENSE POSITION: agent NATURE: Life Insurance and annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/11/1985 ADDRESS: 3870 N Buffalo St, Orchard Park NY 14127, United States DESCRIPTION: sell life Insurance and annuities 2) RENTAL PROPERTY POSITION: owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 8190 Clarence Center Rd, E. Amherst NY 14051, United States DESCRIPTION: Maintain property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-06 |
Reach out to this advisor