Best Investors
Account
Sign in
Best Investors
Account
Sign in
220 Montgomery Street #1098, San Francisco, CA 94104-3475 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-06-08 |
Branch Locations
220 Montgomery Street #1098, San Francisco, CA 94104-3475 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Dedication, Llc | San Francisco | CA | 05/2026 | Present |
| Mascagni Wealth Management, Inc. | Clinton | MS | 06/2024 | 05/2026 |
| Wellspire Financial Group | Starkville | MS | 08/2023 | 12/2023 |
| Mississippi State University | Starkville | MS | 08/2020 | 05/2024 |
| International Paper | Memphis | TN | 05/2023 | 08/2023 |
| Mississippi State University | Starkville | MS | 08/2022 | 05/2023 |
| U.S. House Of Representatives | Washington | DC | 05/2022 | 08/2022 |
| Smoothie King | Jackson | MS | 04/2020 | 08/2020 |
| Jackson Prepatory School | Jackson | MS | 08/2013 | 05/2020 |
| Brooks Brothers | Jackson | MS | 12/2022 | 12/2023 |
Sam is insurance licensed to offer fixed insurance products through various insurance companies. Clients are not obligated to execute insurance purchases through Sam. However, if clients do choose to execute insurance purchases through him, he will receive a commission and a conflict of interest may exist.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
Reach out to this advisor