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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-28 |
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
303 Perimeter Center North Suite 300, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 06/2003 | 01/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 01/2024 | Present |
U. S. PLANNING GROUP, INC. POSITION: President NATURE: Georgia S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/27/1995 ADDRESS: 303 Perimeter Center North, Suite 300, Atlanta GA 30346, United States DESCRIPTION: First line supervisor for Registered Representatives and Investment Adviser Representatives affiliated with Osaic Wealth Inc. and U.S. Planning Group, Inc. Provide coaching and training for same.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-12 |
Reach out to this advisor