Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-07-07 |
Branch Locations
400 Fifth Avenue Suite 520, Waltham, MA 02451 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Newton | MA | 07/2012 | Present |
| Oneamerica Securities | Newton | MA | 08/2012 | Present |
NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH)**MEMBER: FALMOUTH YACHT CLUB BOARD OF GOVERNORS**DIRECTOR OF MARKETING: THE MOODY STREET GROUP, LLC - INSURANCE AGENCY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-02 |
Reach out to this advisor