Best Investors
Account
Sign in
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
| WA | RA | APPROVED | 2024-11-08 |
Branch Locations
1018 S Van Sickle Ave, East Wenatchee, WA 98802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bellevue | WA | 02/2017 | 09/2022 |
| Edward Rose & Sons | Kalamazoo | MI | 05/2016 | 02/2017 |
| Timber Trails Taxidermy | Spruce | MI | 02/2009 | 12/2016 |
| Securities America, Inc. | Wenatchee | WA | 09/2022 | 06/2024 |
| Arbor Point Advisors | Wenatchee | WA | 09/2022 | 11/2024 |
| Osaic Wealth, Inc. | Wenatchee | WA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DBA: Pinnacle Ascent Wealth Management 2. WENATCHEE WILD HOCKEY, WAHA POSITION: Coach NATURE: Hockey Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2023 ADDRESS: 1300 Walla Walla Ave, Wenatchee WA 98801, United States DESCRIPTION: Volunteer coaching for youth hockey. 3. MISSION RIDGE POSITION: Volunteer NATURE: Mission Ridge Ski Resort volunteer/greeter INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2022 ADDRESS: 7500 Mission Ridge Rd, Wenatchee WA 98801, United States DESCRIPTION: Greeter 4. ABS WEALTH LLC PINNACLE ASCENT WEALTH MANAGEMENT POSITION: CFP NATURE: Previously approved while at SAI in Sept 2022. Updating disclosure. 5. LLC & DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/06/2022 ADDRESS: 7 N Wenatchee Ave, Suite 200, Wenatchee WA 98801, United States DESCRIPTION: Securities business, advisory business, financial planning and insurance products. This is public information and should reflect the activity. For example: security business is held out to the public under the DBA name only the entity is a pass through entity for said security business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
Reach out to this advisor