Best Investors
Account
Sign in
Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-23 |
| OR | RA | APPROVED | 2020-08-03 |
| CA | RA | APPROVED | 2019-05-06 |
| AZ | RA | APPROVED | 2018-12-12 |
Branch Locations
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Tempe | AZ | 06/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Scottsdale | AZ | 07/2016 | 12/2018 |
| Mml Investors Services, Llc | Scottsdale | AZ | 03/2017 | 12/2018 |
| American United Life | Scottsdale | AZ | 11/2018 | Present |
| Oneamerica Securities | Scottsdale | AZ | 12/2018 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Self-employed: Purchase real estate property (residential and commercial) for flipping**Owner: True Wealth Advisors, LLC - fixed insurance sales**Distributor: Send Out Cards - birthday/greeting cards**Board Member: Society of Financial Service Professionals**Board Member: Business Network International (BNI) Local Chapter**Owner: Summit Business Solutions, LLC - P&C insurance sales**Sales: Accelevate Solutions - Fleet Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-13 |
Reach out to this advisor