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 |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-07 |
Branch Locations
3736 Osage Beach Parkway, Osage Beach, MO 65065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Inc | Osage Beach | MO | 01/2022 | Present |
| Gates Corporation | Versailles | MO | 07/2017 | 12/2021 |
| Strategic Wealth Inc | Osage Beach | MO | 01/2017 | 07/2017 |
| Gates Corporation | Versailles | MO | 04/2011 | 12/2016 |
| Osaic Wealth Inc | Osage Beach | MO | 03/2025 | Present |
1. STRATEGIC WEALTH INC POSITION: Employee NATURE: CORPORATION - MARKETING NAME FOR OFFERING INVESTMENT PRODUCTS/ADVICE, INSURANCE PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2022 ADDRESS: 3736 Osage Beach Parkway, Osage Beach MO 65065, United States DESCRIPTION: INVESTMENT PRODUCT SALES, INVESTMENT ADVICE, INSURANCE SALES INCLUDING BUT NOT LIMITED TO: FIXED ANNUITIES, EIA ANNUITIES, MEDICARE SUPPLEMENTS, LONG TERM CARE INSURANCE, LIFE INSURANCE, DISABILITY INSURANCE. 2. ROLLING HILLS COUNTRY CLUB POSITION: Board Member NATURE: Golf Course INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2022 ADDRESS: 13986 Country Club Road, Versailles MO 65084, United States DESCRIPTION: Attend monthly board meetings to help manage the direction and operations of the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-09 |
Reach out to this advisor