Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| UT | RA | APPROVED | 2023-06-29 |
Branch Locations
6955 S Union Park Ctr Ste 550, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfg Brokerage | Midvale | UT | 01/2013 | 06/2023 |
| Nfg Advisors | Midvale | UT | 01/2013 | Present |
| Voya Financial Advisors | Midvale | UT | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Sage Life Financial LLC.; No; 6955 S UNION PARK CTR STE 550; MIDVALE; UT; 84047; DBA name; Owner; 12/30/2010; 4; 4; DBA for business and tax reporting. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6955 S UNION PARK CTR STE 550; MIDVALE; UT; 84047; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/28/2002; 140; 140; SALE OF FIXED INSURANCE PRODUCTS NAME OF ENTITY:NFG Advisors; Yes; 6955 S UNION PARK CTR STE 550; MIDVALE; UT; 84047; DBA name; Independent agent; 1/1/2013; 80; 80; Marketing of Fixed Insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
Reach out to this advisor