Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
| PA | RA | APPROVED | 2020-04-15 |
| TX | RA | APPROVED | 2018-09-13 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcintyre Consulting | Plano | TX | 11/2015 | 12/2016 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 09/2016 | 09/2017 |
| Secure Legacy Financial Group, Llc | Plano | TX | 09/2017 | 09/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2017 | 09/2018 |
| Secure Investment Management, Llc | Frisco | TX | 09/2016 | 09/2017 |
| Peak American Investment Advisors, Inc. | Plano | TX | 09/2018 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 09/2018 | Present |
| Peak American Financial Companies, Inc. | Plano | TX | 09/2018 | Present |
1. PEAK AMERICAN FINANCIAL GROUP, INC.; INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX 75093; INSURANCE SALES; PRESIDENT/CEO; START DATE 9/2018. 2. PEAK AMERICAN FINANCIAL COMPANIES, INC.; NOT INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX 75093; PRESIDENT/CEO, SHAREHOLDER, TRUSTEE FOR 401(K) PLAN; START DATE 09/2018. 3. CASHIN, LLC AND SECURE LEGACY, LLC; NOT INVESTMENT-RELATED; INACTIVE ENTITIES; MEMBER; PLANO, TX 75093.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
Reach out to this advisor