Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-06 |
| NV | RA | APPROVED | 2026-04-28 |
| NC | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2025-01-03 |
| FL | RA | APPROVED | 2023-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 01/2016 | 04/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 12/2015 | 04/2018 |
| Unemployed | Sarasota | FL | 05/2018 | 02/2019 |
| American United Life | Tampa | FL | 02/2019 | 01/2023 |
| Oneamerica Securities | Tampa | FL | 03/2019 | 11/2023 |
| Packerland Brokerage Services | Green Bay | WI | 11/2023 | Present |
Non-variable insurance sales (fixed life, fixed annuities) **Sales of antiques and vintage collectables on EBay, non-investments related**
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
Reach out to this advisor