Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-16 |
| IN | RA | APPROVED | 2017-07-05 |
Branch Locations
300 Nibco Parkway Ste 100, Elkhart, IN 46516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Wealth Advisors, Llc | Elkhart | IN | 02/2004 | 12/2017 |
| Harbour Investments Inc | Madison | WI | 09/2012 | 10/2016 |
| United Capital Financial Advisors | Irving | TX | 06/2017 | Present |
I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-28 |
Reach out to this advisor