Best Investors
Account
Sign in
Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-25 |
Branch Locations
1222 Se 47Th Street, Suite 310, Cape Coral, FL 33904 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-12 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1222 Se 47Th Street Suite 310, Cape Coral, FL 33904 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2013 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 08/2015 | 09/2019 |
| Lincoln Investment | Cape Coral | FL | 01/2017 | Present |
ALPHA INSURANCE BROKERAGE POSITION: Sales Rep. NATURE: Life and Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/25/2022 ADDRESS: 1501 42nd Street, Ste. 380, West Des Moines IA 50266, United States DESCRIPTION: As a licensed 2-15 Insurance Agent I will represent Insurance related to my 2-15 license. (fixed annuities and Life Insurance) JACK SCHROEDER & ASSOCIATES POSITION: Sales Representative/Agent NATURE: Medicare INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/15/2019 ADDRESS: 14241 Metropolis Avenue, Fort Myers, FL 33912, United States DESCRIPTION: engage with prospects at a Walmart Kiosk, send post cards to prospects and engage existing clients regarding Medicare Health Insurance products. Enroll individuals in Medicare programs. Dallas Financial Wholesalers Position: Insurance Sales Representative Nature: Life Insurance Investment Related: Yes Hours: 5 Securities Trading Hours: 5 Start Date: 5/1/2024 Address: 7512 San Jacinto Place #100, Plano, Texas 75024 Plano, , Texas 75024 Description: Life Insurance and Fixed Annuities sales representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
Reach out to this advisor