Best Investors
Account
Sign in
403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-24 |
| KY | RA | APPROVED | 2020-02-24 |
Branch Locations
75 Cavalier Blvd Ste. 316, Florence, KY 41042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson | KS | 04/2014 | Present |
Penn Mutual Life, 75 Cavalier Blvd., #316, Florence, Ky, 41042, Start date Spring 2015, Life Insurance Agent, duties include sales of universal life product, 40 hours spent on this activity/month, Boardroom Brokerage, 75 Cavalier Blvd, #316 Florence, Ky 41042, Title - President, duties include selling fixed indexed annuities and life insurance, 1 hour spent on this activity per month, start date July 2014, One Resource Group/Impact Partnership/Advisors Excel, 75 Cavalier Blvd., #316, Florence, KY 41042, Start date 2015, agent, sales of equity indexed annuities and life insurance, 40 hours spent on this activity per month: Retirement Security Group, 75 Cavalier Blvd #316, Florence KENTUCKY, 41042, Insurance Sales, Agent, date begin: 01/10/2017, The approximate number of hours per month devoted to this business: 20, The approximate number of hours per month devoted to this business, during trading hours: 8, Is your activity investment related? No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-14 |
Reach out to this advisor