Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| ID | RA | APPROVED | 2023-01-18 |
Branch Locations
12550 W Explorer Dr Ste 100, Boise, ID 83713 • United States
Groveland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Distributors Llc | Boston | MA | 02/2008 | 02/2020 |
| John Hancock Funds, Llc | Boston | MA | 11/2010 | 02/2020 |
| John Hancock | Renton | WA | 05/2013 | 02/2020 |
| John Hancock Advisers, Llc | Boston | MA | 02/2008 | 02/2020 |
| Extended Travel | Meridian | ID | 02/2020 | 06/2022 |
| Ameriprise Financial Services, Llc | Meridian | ID | 06/2022 | 01/2023 |
| Principal Life Insurance Company | Meridian | ID | 01/2023 | Present |
| Principal Securities Inc | Meridian | ID | 01/2023 | Present |
| 29:11 Wealth Management | Meridian | ID | 05/2024 | 11/2024 |
| 15:22 Wealth Management | Meridian | ID | 09/2024 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2023 ADDRESS: 5742 N Black Sand Avenue, Meridian ID 83646, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Group Benefits, Medicare & Medicaid through various carriers. **15:22 WEALTH MANAGEMENT (DBA) POSITION: President/Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/23/2024 ADDRESS: 5742 N BLACK SAND AVE, Meridian ID 83646, United States DESCRIPTION: President/Owner of 15:22 Wealth Management. Financial Representative, Registered Representative, Financial Advisor. Business Consulting DI/A&H Insurance Fee-based Financial Planning Financial Strategies/Needs Analysis Group/Health Insurance Life Insurance/Annuities Mutual Funds/Securities/VA/VL Seminars/Educational Workshops
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2012-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-25 |
Reach out to this advisor