Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2008 | 08/2017 |
| Northwestern Mutual Investment Services, Llc. | Omaha | NE | 07/2015 | 08/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 09/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2017 | 08/2025 |
| The Leaders Group Inc | Summit | NJ | 08/2025 | Present |
| Panorama Insurance Advisors | Elkhorn | NE | 11/2019 | Present |
| Insurance Partner Solutions | Omaha | NE | 04/2025 | Present |
1.) INSURANCE PARTNER SOLUTIONS - 4/9/25 - 18801 Lafayette Avenue, Elkhorn, NE 68022 - Owner/President, Own and operate the BGA to provide life insurance and annuities for producers, Not Invt Rel, Insurance business, 90 hrs/mo; 60 hrs/mo (during trading hours). 2.) PANORAMA INSURANCE ADVISORS - 11/22/19 - 18801 Lafayette Avenue, Elkhorn, NE 68022 - Vice President, Designated responsible licensed producers, Not Invt Rel, Ins business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 8/18/25 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-21 |
Reach out to this advisor