Best Investors
Account
Sign in
Best Investors
Account
Sign in
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-22 |
| IN | RA | APPROVED | 2025-10-20 |
Branch Locations
20 N. Martingale Road, Ste. 100, Schaumburg, IL 60173 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axia Advisory Corporation | Indianapolis | IN | 05/2009 | 03/2019 |
| Procourse Fiduciary Advisors Llc | Carmel | IN | 03/2019 | 10/2025 |
| Procourse Fiduciary Advisors | Carmel | IN | 03/2019 | 10/2025 |
| Mma Securities Llc | Indianapolis | IN | 10/2025 | Present |
| Marsh Mclennan Agency | Indianapolis | IN | 10/2025 | Present |
The Registered Investment Advisor Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Investment Advisor Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to registered investment advisor or broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-16 |
Reach out to this advisor