Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| IN | RA | APPROVED | 2023-09-25 |
Branch Locations
10355 Dawson'S Creek Blvd Ste D, Fort Wayne, IN 46825 • 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 |
|---|---|---|---|---|
| Lincoln Financial Distributors, Inc. | Fort Wayne | IN | 06/2018 | 07/2020 |
| Bradley Gough Diamonds | Fort Wayne | IN | 02/2018 | 02/2019 |
| Ted's Market | Fort Wayne | IN | 05/2017 | 10/2017 |
| Garrett State Bank | Fort Wayne | IN | 11/2016 | 04/2017 |
| Bankers Life & Casualty, Inc | Fort Wayne | IN | 07/2020 | 04/2022 |
| Bankers Life Securities, Inc | Fort Wayne | IN | 09/2021 | 04/2022 |
| Purdue University Fort Wayne | Fort Wayne | IN | 08/2014 | 05/2018 |
| Massmutual Life Insurance Co | Fort Wayne | IN | 04/2022 | 05/2023 |
| Mml Investors Services, Llc | Fort Wanye | IN | 06/2022 | 05/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2023 | Present |
| Cetera Investment Advisers | Fort Wayne | IN | 09/2023 | Present |
1.) JBC COMPANIES, JACKSON BROKERAGE FIXED INSURANCE CONSULTANT. 2.) FIXED INSURANCE THROUGH FINANCIAL IDENTITY ADVISORS, 10/HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-22 |
Reach out to this advisor