Best Investors
Account
Sign in
4509 Maplecrest Road, Fort Wayne, IN 46835 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Benefits And Planning, Llc Dba Collier Financial | Ft Wayne | IN | 01/1998 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2015 | 07/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2018 | 04/2021 |
| Maripau Wealth Management Llc | Fort Wayne | IN | 04/2021 | Present |
SENIOR BENEFITS AND PLANNING, LLC DBA COLLIER FINANCIAL; YES INVESTMENT RELATED; 4509 MAPLECREST RD, FT WAYNE, IN 46835; INSURANCE SALES; VP AND INSURANCE AGENT; START DATE 01/1998; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES AS WELL AS MAKING DECISIONS IN MANAGING THE BUSINESS, STAFFING, AND BUDGETING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-10 |
Reach out to this advisor