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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
880 E Campbell Avenue Suite 206, Campbell, CA 95008 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitehall-Parker Securities | San Jose | CA | 06/2006 | 05/2017 |
| Woodbury Financial Services Inc | Campbell | CA | 05/2017 | 01/2024 |
| Osaic Wealth, Inc. | Campbell | CA | 01/2024 | Present |
1. JEFFREY J. ARBURN POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2006 ADDRESS: 880 E. Campbell Ave, Suite 206, Campbell CA 95008, United States DESCRIPTION: Selling Life Insurance & LTC 2. IMPACT FINANCIAL MANAGEMENT LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2006 ADDRESS: 880 East Campbell Ave, Suite 206, Campbell CA 95008, United States DESCRIPTION: This is a DBA name for securities business and on my business checking account used for business expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-17 |
Reach out to this advisor