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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 09/2011 | 12/2016 |
| Questar Capital Corporation | Minneapolis | MN | 12/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 12/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | Visalia | CA | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Visalia | CA | 03/2019 | Present |
| Osaic Wealth, Inc. | Visalia | CA | 01/2024 | Present |
1. JUELMARIE MORGAN. POSITION: Owner. NATURE: Rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2005 ADDRESS: 6435 W Damsen Ave, Visalia CA 93291, United States DESCRIPTION: Collect rent, manage properties. 2. JUELMARIE MORGAN POSITION: AGENT. NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2016 ADDRESS: 218 N WEST ST, VISALIA CA 93291, United States DESCRIPTION: INSURANCE SALES 3. JUELMARIE MORGAN POSITION: owner/landlord NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 6435 W Damsen Ave, VISALIA CA 93291, United States DESCRIPTION: collect rent 4. JUELMARIE MORGAN POSITION: owner NATURE: owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 218 N West St, Visalia CA 93291, United States DESCRIPTION: managing collection of rent and maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-09 |
Reach out to this advisor