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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
699 S. Friendswood Drive Suite 102, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Friendswood | TX | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Friendswood | TX | 09/2023 | Present |
1) GUZZETTA BENEFIT SERVICES, INC. POSITION: Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1974 ADDRESS: 699 S. Friendswood Drive, Suite 102, Friendswood TX 77546, United States DESCRIPTION: Provide group benefits to small/mid size companies. Provide educational services for Group Benefits via seminars by us or other third party experts like Social security administration, health insurance specialist etc. to provide updated information, rule changes, eligibility requirements that affect small business clients and prospects. Occasionally do this activity via Lunch and Learn session, Potential prospects or attendees are sometime asked to pay for their lunch portion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-08 |
Reach out to this advisor