Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-04 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
12300 Perry Hwy. Suite 307, Wexford, PA 15090 • 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 |
|---|---|---|---|---|
| Connolly Financial | Wexford | PA | 05/2004 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 10/2005 | Present |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 07/2021 | 09/2021 |
| Brookstone Wealth Advisors | Grand Rapids | MI | 10/2021 | Present |
1.) LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS, LINES OF AUTHORITY IN ACCIDENT AND HEALTH, LIFE AND FIXED ANNUITITIES, VARIABLE LIFE/VARIABLE ANNUITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
Reach out to this advisor