Best Investors
Account
Sign in
6500 University Avenue Suite 100, Windsor Heights, IA 50324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-06-10 |
Branch Locations
6500 University Avenue Suite 100, Windsor Heights, IA 50324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Clive | IA | 06/2011 | Present |
| Park Avenue Securities | Clive | IA | 08/2011 | 06/2021 |
| Terrell Advisors, Llc | Windsor Heights | IA | 06/2021 | Present |
1. Group Benefits Limited Broker-Offer Individual and Group Health and Dental Insurance through Group Benefits Limited. Start: 03/15/2013 Address: Group Benefits Limited: 12006 Ridgemont Drive Urbandale, IA 50323 4 bus hrs per month Investment related 2. Disability Resource Group Broker-Provide disability insurance solutions for my clients. Start: 07/01/2014 Address: 2625 West Peterson Avenue; Chicago, IL; 60659 10 bus hrs per month Investment related 3. Principal Disability Insurance-Broker directly with Principal to quote and write their disability insurance product. Start: 05/17/2016 Address: 711 High Street Des Moines, IA; 50392 10 bus hrs per month Investment related 4. Mass Mutual Brokerage-Broker contract with Mass Mutual brokerage Start: 01/23/2018 Address: 100 S. Fifth Street Suite 2300; Minneapolis, MN; 55402 5 bus hrs per month Investment related 5. Book Author-Author of "The Professional Practice Trap, Start: 08/14/2020 Address: 12345 University Ave. Clive, IA; 50325 4 total hours per month 4 during securities trading hours Not investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
Reach out to this advisor