Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-07-19 |
| MN | RA | APPROVED | 2019-07-19 |
| MA | RA | APPROVED | 2018-09-12 |
| NH | RA | APPROVED | 2018-08-29 |
| TX | RA | APPROVED | 2018-08-29 |
| CA | RA | APPROVED | 2017-04-24 |
| ME | RA | APPROVED | 2017-04-24 |
| NJ | RA | APPROVED | 2017-04-24 |
| OH | RA | APPROVED | 2017-04-24 |
| CT | RA | APPROVED | 2011-08-12 |
| FL | RA | APPROVED | 2011-06-30 |
Branch Locations
10 Talcott Notch Road Suite 202, Farmington, CT 06032 • United States
Ponce Inlet, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Berlin | CT | 08/2002 | Present |
| Bach Investments Plus, Llc | Berlin | CT | 12/2002 | Present |
| Royal Alliance Associates, Inc. | Berlin | CT | 04/2012 | Present |
1. LIFE AND HEALTH INSURANCE AGENT. DBA BACH INVESTMENTS PLUS, LLC, SELL FIXED ANNUITIES, LIFE, HEALTH, DISABILITY, AND LONG TERM CARE INSURANCE. 2. JONATHAN W. WEBB, CFP & BACH WEALTH MANAGEMENT, LLC POSITION: Member NATURE: Limited Liability Company &Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/16/2023 ADDRESS: 10 Talcott Notch Rd., STE 202, Farmington CT 06032, United States DESCRIPTION: Sales & service of life insurance, health, disability & long term care insurance. Supervise support staff and manage operations of LLC that provides infrastructure (staff, office space, technology, etc.) to manage securities and advisory business run through broker/dealer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-30 |
Reach out to this advisor