Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-01-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2016 | 02/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 02/2016 | 02/2018 |
| Mml Investors Services, Llc | Birmingham | AL | 03/2018 | 01/2020 |
| Massachusetts Mutual Life Insurance Company | Birmingham | AL | 02/2018 | 01/2020 |
| Oneamerica Securities | Hoover | AL | 01/2020 | Present |
| American United Life | Hoover | AL | 10/2019 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
Reach out to this advisor