Best Investors
Account
Sign in
Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-02-18 |
| SC | RA | APPROVED | 2025-02-12 |
| GA | RA | APPROVED | 2025-02-11 |
| LA | RA | APPROVED | 2025-02-11 |
| AL | RA | APPROVED | 2025-02-10 |
| CA | RA | APPROVED | 2025-02-10 |
| WA | RA | APPROVED | 2025-02-10 |
Branch Locations
One American Square, Indianapolis, IN 46282 • United States
101 Church Street Suite Ab15, Selma, AL 36701 • 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 |
|---|---|---|---|---|
| Old Cahawba Insurance Agency | Selma | AL | 05/2016 | 08/2017 |
| Marcus Williams Insurance Agency | Selma | AL | 05/2005 | 09/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 01/2017 | 09/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2017 | 09/2017 |
| Principal Life Insurance Company | Selma | AL | 09/2017 | 03/2018 |
| Principal Securities Inc | Selma | AL | 09/2017 | 04/2018 |
| Old Cahawba Insurance Agency | Birmingham | AL | 10/2017 | 04/2018 |
| Questar Capital Corporation | Minneapolis | MN | 04/2018 | 03/2019 |
| Woodbury Financial Services, Inc. | Selma | AL | 03/2019 | 06/2020 |
| American United Life | Valley Grande | AL | 03/2021 | Present |
| Oneamerica Securities | Valley Grande | AL | 04/2021 | Present |
| United Benefits | Selma | AL | 05/2020 | 03/2021 |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: Marcus Williams Insurance Agency, LLC - Insurance Agency and Investments**Owner: Blackstone Financial Group, Inc - Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-05 |
Reach out to this advisor