Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-01-12 |
| TX | RA | APPROVED_RES | 2020-02-03 |
| OR | RA | APPROVED | 2018-11-02 |
Branch Locations
10151 Se Sunnyside Rd Suite #460, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Portland | OR | 06/2000 | 11/2018 |
| Osaic Wealth, Inc. | Clackamas | OR | 11/2018 | Present |
1) ALICE TANG POSITION: Public Speaker NATURE: Public Speaking INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/15/2017 ADDRESS: 17016 SE Tranquil St, Happy Valley OR 97086, United States DESCRIPTION: Public Speaking to groups and organizations on topics: Women & Courage; Women & Confidence; Women in control of their life & Destiny; Networking to get referrals; Leadership, prepare for the speech 2) BPG WEALTH MANAGEMENT LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/05/2018 ADDRESS: 10151 SE Sunnyside Road, #460, Clackamas OR 97015, United States DESCRIPTION: Sales/ Marketing of securities, investment advisory and insurance products 3) BPG WEALTH MANAGEMENT LLC/ FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2008 ADDRESS: 10151 SE Sunnyside Road, Suite 460, Clackamas OR 97015, United States DESCRIPTION: Sales/ Marketing of Fixed Annuities and non-variable Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
Reach out to this advisor