Best Investors
Account
Sign in
127 South Peyton Street Suite 210, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-25 |
| VA | RA | APPROVED | 2014-01-27 |
Branch Locations
127 South Peyton Street, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agents & Brokers Of America, Inc. | Alexandria | VA | 12/2004 | Present |
| Big "I" Advisory Resources, Llc | Alexandria | VA | 08/2013 | 06/2020 |
| Big "I" Advisory Resources, Llc | Alexandria | VA | 06/2020 | Present |
AS AN EMPLOYEE OF INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. LOCATED AT 127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314, MY POSITION WITH THE ORGANIZATION BEGAN ON 12/2004. I AM CURRENTLY DIRECTOR, RETIREMENT & EMPLOYEE BENEFITS PROVIDING IRAS, 401KS AND GROUP BENEFITS TO MEMBERS OF THE STATE ASSOCIATIONS. WE OFFER A BUNDLED 401K TO OUR MEMBERS WITH ADMINISTRATION AND CUSTODIAL DUTIES HANDLED BY A THIRD PARTY. THE IRA IS PROVIDED AS WELL, WITH ADMINISTRATION AND CUSTODIAL DUTIES PROVIDED BY A THIRD PARTY. THE GROUP BENEFITS ARE AVAILABLE TO MEMBERS WITH PRODUCTS INCLUDING: GROUP LIFE, GROUP SHORT & LONG TERM DISABILITY, GROUP DENTAL AND GROUP VISION. ADMINISTRATION HANDLED BY A THIRD PARTY. DUTIES INCLUDE GENERAL CUSTOMER SERVICE, MANAGING VENDOR RELATIONSHIPS AND PROGRAM REVIEWS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-20 |
Reach out to this advisor