Best Investors
Account
Sign in
Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-10 |
| FL | RA | APPROVED | 2023-05-31 |
| IN | RA | APPROVED | 2022-03-31 |
| CA | RA | APPROVED | 2021-06-24 |
| WI | RA | APPROVED | 2018-01-12 |
| IL | RA | APPROVED | 2018-01-04 |
Branch Locations
100 Tri State International Suite 145, Lincolnshire, IL 60069 • United States
One American Square, Indianapolis, IN 46282 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2008 | 01/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 12/2008 | 01/2018 |
| American United Life | Oakbrook Terrace | IL | 12/2017 | Present |
| Oneamerica Securities | Oakbrook Terrace | IL | 01/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
Reach out to this advisor