Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-09 |
Branch Locations
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bankers Life | Chadds Ford | PA | 11/2003 | 01/2018 |
| Bankers Life Securities, Inc | King Of Prussia | PA | 01/2016 | Present |
| Bankers Life & Casualty Co. | King Of Prussia | PA | 11/2003 | Present |
BANKERS LIFE; INVESTMENT RELATED; 5 CHRISTY DRIVE, SUITE 308, CHADDS FORD, PA 19317; INSURANCE; UNIT FIELD MANAGER / INSURANCE AGENT; START DATE 11/2003; 240 HOURS PER MONTH WITH 160 OF THOSE HOURS PER MONTH BEING DURING TRADING HOURS; INSURANCE PRODUCT SALES INCLUDING BUT NOT LIMITED TO LIFE, ANNUITY, EQUITY INDEX ANNUITY; TRAINING NEW INSURANCE AGENTS. BANKERS LIFE POSITION: USV - Insurance agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2003 ADDRESS: 1150 1st Ave, Suite 1020, King of Prussia PA 19406, United States DESCRIPTION: Insurance sales SHANE LEVEY POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 701 Westtown Circle, West Chester PA 19382, United States DESCRIPTION: rental property @ 701 Westtown Circle West Chester, PA 19382
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-18 |
Reach out to this advisor