Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-09 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
100 Main Avenue Ne, Suite 300, Hickory, NC 28601 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2006 | 10/2020 |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | 10/2020 |
| Premier Planning Group Nc, Llc | Hickory | NC | 06/2012 | Present |
| Lifebridge | Hickory | NC | 09/2017 | Present |
| The Leaders Group Inc | Littleton | CO | 10/2020 | Present |
1.) PREMIER PLANNING GROUP NC, LLC - 7/1/2012 - 219 1st Avenue SW, PO Box 2547, Hickory, NC 28603 - President, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) OPTIMUS LIFE DESIGNS - 5/1/1990 - 219 1st Avenue SW, PO Box 2547, Hickory, NC 28603 - President, design cases, run illustrations, speak to agents, clients, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs mo (during trading hours). 3.) TLG ADVISORS INC - 10/27/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) LifeBridge - 9/1/2017 - 219 1st Avenue SW, Hickory, NC 28603 - Owner, design life insurance solutions, Not Invt Rel, insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-02 |
Reach out to this advisor