Best Investors
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Best Investors
Account
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1121 Poplar View Lane N Suite 1, Collierville, TN 38017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2020-01-21 |
Branch Locations
1121 Poplar View Lane N. Suite 1, Collierville, TN 38017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Benefits Of Memphis, Inc. | Germantown | TN | 06/2004 | 02/2017 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 09/2016 | 07/2019 |
| Sego Wealth Management, Llc | Germantown | TN | 05/2019 | Present |
| Executive Benefits Wealth, Llc | Germantown | TN | 02/2017 | Present |
EXECUTIVE BENEFITS WEALTH, LLC.; IT IS INVESTMENT RELATED; 1121 POPLAR VIEW LANE N., SUITE 1; OFFER CLIENTS LIFE INSURANCE & FIXED ANNUITY SOLUTIONS; INDEPENDENT AGENT; 05/01/2000; 80 HOURS/ MONTH; 80 HOURS DURING SECURITIES TRADING HOURS; SALES AND CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-19 |
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