Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-25 |
| GA | RA | APPROVED | 2018-05-04 |
Branch Locations
1075 Peachtree Street Ne Suite 2150, Atlanta, GA 30309 • United States
Marion, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Atlanta | GA | 03/2014 | 05/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Atlanta | GA | 03/2014 | 05/2018 |
| Mml Investors Services, Llc | Atlanta | GA | 05/2018 | Present |
| Massmutual Life Insurance Co | Atlanta | GA | 07/2013 | Present |
(1) NAME: MC INSIGHT, LLC INV REL: Y ADDR: 1050 CROWN POINTE PARKWAY, STE 1800, ATLANTA, GA 30338 NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: SALES, OWNERSHIP, AGENT, PRESIDENT, 50% OWNER START: 6/15/2018 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1. (2) NAME: MC PRIVATE LABEL, LLC INV REL: Y ADDR: 1100 PEACHTREE ST NE, SUITE 690, ATLANTA, GA 30309 NATURE: HOLDING COMPANY FOR SECURITIES AND REAL ESTATE POSITION: PRINCIPAL START: 01/01/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGE PORTFOLIO OF MARKETABLE SECURITIES (WILL BE A MMLIS BMS ACCOUNT). COMPLETE DUE DILIGENCE AND INVEST IN PRIVATE INVESTMENT (VC FUNDS, RESTAURANTS, PRIVATE EQUITY, ETC.). EVENTUALLY PURCHASE AND MANAGE COMMERCIAL PROPERTIES. (3) NAME: JONATHAN CONSTANT INV REL: Y ADD: Residential Address NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/12/2024 NO. HR/MO: < 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, LTC, & FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-05 |
Reach out to this advisor