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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-14 |
Branch Locations
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheaff Brock Investment Advisors, Llc | Indianapolis | IN | 09/2013 | 09/2017 |
| Guardian Life Insurance Company | Indianapolis | IN | 05/2017 | 05/2018 |
| Park Avenue Securities | Indianapolis | IN | 12/2017 | 05/2018 |
| Allstate Insurance Company | Noblesville | IN | 05/2018 | 10/2019 |
| Pruco Securities, Llc | Indianapolis | IN | 01/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 01/2024 | Present |
| Unemployed | Indianapolis | IN | 11/2019 | 12/2019 |
| Asset Management Strategies, Inc. | Lafayette | IN | 12/2019 | 01/2024 |
| Lpl Enterprise, Llc | Fishers | IN | 11/2024 | Present |
1) 11/18/2024 - United HealthCare - Source of income: United HealthCare, sell Medicare, dental, vision, hearing insurance - Non-Variable Insurance - Inv Related - At Indianapolis, IN - Start Date 10/17/2022 - 1hrs/mth - 0hrs/mth During trading 2) 11/18/2024 - The Guardian Life Insurance Company - Offer Non-Variable Insurance, Whole Life, Disability and Health Insurance - Non-Variable Insurance Commission Trails - Inv Related - At Indianapolis, IN - Start Date 08/23/2023 - 0hrs/mth - 0hrs/mth During trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-15 |
Reach out to this advisor