Best Investors
Account
Sign in
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| LA | RA | APPROVED | 2025-04-24 |
Branch Locations
2424 Edenborn Ave Ste 680, Metairie, LA 70001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mandeville | LA | 04/2019 | 03/2020 |
| Olympic Insurance Underwriters Inc | Covington | LA | 04/2009 | 04/2019 |
| Bank Of America, N.A. | Mandeville | LA | 05/2019 | 03/2020 |
| Valic Financial Advisors, Inc. | Baton Rouge | LA | 03/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Insurance producer NATURE: Life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 2424 Edenborn Ave Ste 680, 2424 Edenborn Ave Ste 680, Metairie LA 70001, United States DESCRIPTION: Selling life health and disability insurance PROPERTY CASUALTY INSURANCE AGENT POSITION: Insurance agent NATURE: Property and casualty insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 15137 Dendinger Dr, Covington LA 70433, United States DESCRIPTION: Sell and service home, auto insurance clients WANDA LYNN POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: Covington LA 70433, United States DESCRIPTION: Rental activities LOYOLA RENTAL POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: Covington LA 70433, United States DESCRIPTION: Collect rent manage property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-06 |
Reach out to this advisor