Best Investors
Account
Sign in
250 South 5Th Street Suite 600, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2013-10-01 |
Branch Locations
250 South 5Th Street Suite 600, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Helmstar Group, Llc | Boise | ID | 10/2013 | Present |
1. Recurring income previous to joining The Helmstar Group with the following insurance companies: The Standard, AXA, Principal, and MassMutual. 2. Piscione & Associates, LLC, 2501 S. 5th Street, Ste. 600, Boise, ID 83702. Start date: 6/22/21. Financial planning. Position: Principal. Investment-related. 175 hours worked per month. 160 hours worked per month during securities trading hours. 3. Insurance. Non-investment related. 250 South 5th Street, Suite 600, Boise, ID 83702. Implement insurance solutions. Agent to multiple companies. Start date: 5/2004. 5 Hrs/week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-14 |
Reach out to this advisor