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 | 2026-07-21 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| NE | RA | APPROVED | 2023-06-30 |
| WA | RA | APPROVED | 2021-09-30 |
| AZ | RA | APPROVED | 2021-01-13 |
| UT | RA | APPROVED | 2020-12-23 |
| ID | RA | APPROVED | 2020-12-22 |
Branch Locations
454 Roseberry Rd Unit 107, Suite A, Donnelly, ID 83615 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Donnelly | ID | 09/2017 | Present |
| Oneamerica Securities | Donnelly | ID | 09/2018 | Present |
| Brundage Mountain Resort | Mccall | ID | 06/2007 | 12/2017 |
Non-variable insurance sales (fixed life, fixed annuities)**Board Member: Southwest Idaho Travel Association**Board Member: Valley County (Idaho) Waterways
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-22 |
Reach out to this advisor