Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-29 |
Branch Locations
12592 W Explorer Drive #115, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson Financial Group | Boise | ID | 09/2010 | 02/2022 |
| Voya Financial Advisors | Boise | ID | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Altitude Investment Management, Llc | Lakewood | CO | 03/2022 | Present |
| Nfg Brokerage, Llc | Midvale | UT | 02/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6154 N MEEKER PLACE STE 175; BOISE; ID; 83713; FIXED INSURANCE SALES; independent insurance agent; 10/11/2000; 160; 160; sales and service of fixed insurance products 2. NAME OF ENTITY:NFG Brokerage; No; 6955 Union Park Center Suite 550; Midvale; UT; 84047; Fixed Insurance/dba; President Operations; 1/1/2018; 80; 80; Recruiting, helping reps with case design Marketing of fixed life, fixed annuities, DI and LTC policies to other agents and groups; 3. NAME OF OTHER BUSINESS: NFG BROKERAGE, LLC. INVESTMENT RELATED: YES, ADDRESS: 6955 UNION PARK CENTER SUITE 550; MIDAVLE; UT; 84047, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2022, POSITION/TITLE/RELATIONSHIP: PRESIDENT OF BD OPERATIONS, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: SALE AND SERVICE INSURANCE,SECURITIES AND INVESTMENT PRODUCTS DBA FOR FINANCIAL SERVICES; 4. NAME OF ENTITY:NFG Advisors, LLC; Yes; 6955 Union Park Center, suite 550; Midvale; UT; 84047; FINANCIAL SERVICES/DBA; Principal (Partner); 8/4/2020; 120; 120; Recruiting for NFG Advisors, working with existing advisors we supervise, and also work with personal clients on my own book NFG Advisors performs the supervision of other Voya FA Registered Reps and Investment Advisors, as well as investment and insurance sales and service with retail clients. 5. NAME OF OTHER BUSINESS: ALTITUDE INVESTMENT MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: 165 S WADSWORTH BLVD #200 LAKEWOOD, CO 80226; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2022; POSITION/TITLE/RELATIONSHIP: MEMBER/MANAGER; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: SALE OF SECURITIES AND FIXED PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-26 |
Reach out to this advisor