Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-21 |
| CT | RA | APPROVED | 2026-04-13 |
Branch Locations
6 Vista Drive Suite 101, Old Lyme, CT 06371 • 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 |
|---|---|---|---|---|
| Norwich Golf Course | Norwich | CT | 04/2016 | 08/2017 |
| Lake Of Isles | Ledyard | CT | 04/2018 | 07/2021 |
| Conglomerate Marketing Agency | Mt Laurel Township | NJ | 06/2019 | 09/2019 |
| Apollo Solution Inc | Framingham | MA | 07/2021 | 09/2021 |
| Iheartmedia | Hartford | CT | 11/2021 | 06/2024 |
| Bankers Life & Casualty | Old Lyme | CT | 06/2024 | Present |
| Johnson & Wales | Providence | CT | 08/2017 | 06/2021 |
| Norwich Free Academy | Norwich | CT | 08/2013 | 07/2017 |
| Bankers Life Securities | Old Lyme | CT | 02/2026 | Present |
| Bankers Life Advisory | Old Lyme | CT | 04/2026 | Present |
Name of Other Business: Bankers Life & Casualty Company Is the Business Investment-Related? No (Insurance-only activities; no securities transactions conducted) Address of the Other Business: Bankers Life & Casualty Company 6 Vista Drive, Old Lyme, CT 06371 Nature of the Other Business: Life and health insurance sales and client servicing, including Medicare-related insurance products. Position / Title / Relationship: Independent Life and Health Insurance Agent Start Date of Relationship: June 17,2024 Approximate Hours per Month Devoted to This Business: 180-260 hours/week. Brief Description of Duties: Solicit, sell, and service life and health insurance products, including Medicare-related plans. Responsibilities include client meetings, policy reviews, enrollment assistance, compliance documentation, and ongoing customer service. No securities recommendations or transactions are conducted as part of this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
Reach out to this advisor