Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
| IN | RA | APPROVED | 2026-06-16 |
Branch Locations
8383 Craig St Suite 100, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Indianapolis | IN | 03/2025 | Present |
| Classical Conversations | Noblesville | IN | 04/2022 | Present |
| Classical Conversations | Noblesville | IN | 04/2020 | 01/2023 |
| Classical Conversations | Noblesville | IN | 04/2017 | 04/2020 |
| Homeschool Teacher | Noblesville | IN | 01/2015 | 04/2025 |
| Pfs Investments Inc. | Indianapolis | IN | 11/2025 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. CPR Now - 317 LLC, Not investment related, Noblesville IN, CPR Instructor (1099)/Co-Owner, 08/2023 to Present, 10-15 hours a month (0 hours during securities trading hours). Classical Conversation, Not investment related, Noblesville IN, Homeschool Tutor (1099), 08/2025 to Present, 32 hours a month (8 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-07 |
Reach out to this advisor