Best Investors
Account
Sign in
Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-23 |
Branch Locations
10 Waterside Drive Suite 104, Farmington, CT 06032 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
20 Waterside Drive Suite 202, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 08/2014 | 09/2022 |
| American Senior Benefits | Farmington | CT | 04/2014 | Present |
| Ivy Bound | Newington | CT | 04/2014 | Present |
| Ivy Bound | Newington | CT | 04/2014 | Present |
| American Senior Benefits | Farmington | CT | 04/2014 | Present |
| Brokers International Financial Services | Farmington | CT | 09/2022 | Present |
1) Saguisag Insurance; Investment Related; 10 Waterside Dr., Ste 104, Farmington CT 06032; Insurance Sales; Agent; 04/01/2014; 120 hours per month; 120 hours during trading hours; Sales and service of fixed annuities, life insurance, Medicare and health insurance 2) Ivy Bound; not investment related; 107 Fern Rd, Newington CT 06111; Academic Tutoring; Tutor; 04/01/2014; 8 hours per month; 0 hours during trading hours; Tutor high school students. Mostly SAT prep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-15 |
Reach out to this advisor