Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| IN | RA | APPROVED | 2024-11-14 |
Branch Locations
109 E William Street, Kendallville, IN 46755 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Indianapolis | IN | 01/2012 | 11/2024 |
| Prudential Insurance Company Of America | Indianapolis | IN | 01/2012 | Present |
| Lpl Enterprise, Llc | Kendallville | IN | 11/2024 | Present |
1.09/10/2024; 1030 PROPERTIES LLC; real estate rental; yes inv related; 5hr/mo non trading; 0 hr/mo trading; 01/26/2024 Anthem Blue Cross Blue Shield;Celtic Ins Co;Golden Rule Ins Co;Humana Ins Co.;Nationwide Mutual Ins Co HEALTH INSURANCE AND MEDICARE SUPPLEMENT RELATED SALES POSITION: Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/24/2020 ADDRESS: 5320 E. 600 N., Kendallville IN 46755, United States DESCRIPTION: Sales of health insurance and Medicare supplement related products. 1030 PROPERTIES LLC POSITION: President NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2024 ADDRESS: 5320 E 600 N, Kendallville IN 46755, United States DESCRIPTION: Help in managing the property rental, managing tenant relationships, and maintenance of properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-05 |
Reach out to this advisor