Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Higdon Insurance Group | Huntsville | AL | 01/2018 | 07/2018 |
| South Mississippi Hockey | Gulfport | MS | 04/2014 | 12/2016 |
| Express Professionals | Biloxi | MS | 01/2017 | 06/2017 |
| Usha | Biloxi | MS | 06/2017 | 01/2018 |
| Allstate Insurance Co | Northbrook | IL | 01/2018 | Present |
| Makal Financial Services, Llc | Huntsville | AL | 08/2019 | Present |
| Lsa Securities, Inc | Lincoln | NE | 04/2018 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 04/2018 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2024 | Present |
EVERLAKE POSITION: PFR NATURE: Life insurance renewals/trail commissions from Everlake/Lincoln Benefit Life INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 16 W Main St, Bloomsburg PA 17815, United States DESCRIPTION: AFS EFS/PFR Life insurance Trails/Renewals MAKAL FINANCIAL SERVICES, LLC POSITION: Owner NATURE: Simple LLC for business/payroll purposes INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2019 ADDRESS: 16 W Main St, Bloomsburg PA 17815, United States DESCRIPTION: LLC set up for personal payroll and tax purposes AUTHOR POSITION: Author NATURE: Publishing Cracking the Code: Building a Financial Services Practice in a P&C World INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 696 Bloom St, Danville PA 17821, United States DESCRIPTION: Author of Book
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-17 |
Reach out to this advisor