Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-02 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
619 S Dargan Street, Florence, SC 29506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance | Florence | SC | 03/2004 | 09/2019 |
| Nationwide Securities, Inc. | Dublin | OH | 03/2004 | 09/2019 |
| M & M Insurance Agency | Florence | SC | 03/2004 | Present |
| The Leaders Group Inc | Littleton | CO | 06/2021 | Present |
| Ifinancial Insurance Group | Florence | SC | 06/2021 | Present |
1.) iFINANCIAL INSURANCE GROUP - 6/1/2021 - 619 S Dargan Street, Florence, SC 29506 - Agent, Sales, Invt Rel, Financial services, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 6/10/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) ACCOUNTABLE INSURANCE PARTNERS, LLC - 12/10/2021 - 619 S Dargan, St Florence, SC 29506 - Owner/CEO, Own and mange property and casualty and life and long term care agency, Not Invt Rel, Insurance business, 175 hrs/mo; 9 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-05 |
Reach out to this advisor