Best Investors
Account
Sign in
Best Investors
Account
Sign in
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Sarasota | FL | 01/2024 | 05/2026 |
| Dreamsplash Pool Service Llc | Sarasota | FL | 09/2016 | 10/2023 |
| Stan Mar | Edgartown | MA | 07/2012 | 09/2016 |
| Bankers Life Advisory Services, Inc | Sarasota | FL | 09/2025 | 05/2026 |
| Success Wealth Management Llc | Wexford | PA | 05/2026 | Present |
| American Senior Benefits | Sarasota | FL | 05/2026 | Present |
Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
Reach out to this advisor