Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
| IL | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph A. Nawrocki, Inc. | Lemont | IL | 01/1988 | Present |
| Grove Point Investments, Llc | Rockville | MD | 09/2009 | 01/2022 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 01/2022 |
| Osaic Wealth, Inc. | Lemont | IL | 12/2021 | Present |
1) JOSEPH A NAWROCKI, INC POSITION: President/ Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/1988 ADDRESS: 687 Talcott Ave, Lemont IL 60439, United States DESCRIPTION: 1) LIFE INSURANCE- JOSEPH A. NAWROCKI, INC. POSITION: agent NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/1988 ADDRESS: 687 Talcott Avenue, Lemont IL 60439, United States DESCRIPTION: As part of the financial planning process I use insurance products such as fixed annuities and fixed life insurance to achieve my clients objectives. I will primarily use fixed u/l and term insurance. All variable insurance will be placed through my broker dealer. 2) JOSEPH A NAWROCKI INC POSITION: Insurance NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/1988 ADDRESS: 687 Talcott Avenue, Lemont IL 60439, United States DESCRIPTION: As part of the financial planning process I use insurance products such as fixed annuities and fixed life insurance to achieve my clients objectives. I will primarily use fixed u/l and term insurance. All variable insurance will be placed through my broker dealer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-29 |
Reach out to this advisor