Best Investors
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Account
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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-08 |
Branch Locations
2820 Keagy Road, Salem, VA 24153 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerilife Of Polk County | Winter Haven | FL | 03/2016 | 11/2021 |
| Brookstone Capital Management | Roanoke | VA | 01/2020 | 11/2023 |
| Amerilife Of Virginia | Roanoke | VA | 11/2021 | 10/2023 |
| Sequent Planning Llc | Salem | VA | 01/2024 | Present |
| Futurity First Investment Group | Salem | VA | 10/2023 | Present |
1) INSURANCE AGENT - 09/2021 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. THE MAJORITY OF TIME IS SPENT ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS. 2820 KEAGY ROAD, SALEM, VA 24153.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-02 |
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