Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-22 |
Branch Locations
1581 Bradley Park Dr., Columbus, GA 31904-3094 • United States
1412 Bass Rd., Macon, GA 31210-7508 • United States
Macon, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Albany | GA | 09/2014 | 12/2019 |
| Mml Investors Services, Llc | Albany | GA | 10/2014 | 12/2019 |
| Lpl Finanical Llc | Macon | HI | 12/2019 | 07/2024 |
| Capital City Bank | Macon | GA | 12/2019 | 07/2024 |
| Ameriprise Financial Services, Llc | Macon | GA | 07/2024 | Present |
Independent Insurance Brokering; Guardian; 07/15/2013; Term Life, Whole Life, Disability Income, Long Term Care / Mass Mutual; 06/18/2014; Disability Income, Whole Life, Group, Term Life, Long Term Care, Universal Life / Prudential; 07/13/2016; Disability Income, Universal Life, Term Life, Long Term Care, Whole Life / Dearborn National Life; 07/15/2015; Universal Life, Disability Income, Whole Life, Group, Term Life, Long Term Care / Lincoln National; 07/16/2014; Whole Life, Term Life, Long Term Care, Universal Life, Group / United Home Life; 07/15/2013; Whole Life, Term Life, Universal Life / Colonial Life; 07/15/2014; Long Term Care, Group, Term Life, Universal Life, Disability Income, Whole Life / Transamerica; 07/14/2014; Term Life, Group, Long Term Care, Universal Life, Disability Income, Whole Life / Mutual of Omaha; 07/15/2013; Group, Term Life, Long Term Care, Universal Life, Whole Life, Disability Income / Protective Life; 07/13/2016; Term Life, Long Term Care, Disability Income, Universal Life, Whole Life / Lincoln Financial; 07/17/2012; Whole Life, Term Life, Long Term Care, Universal Life, Disability Income. Board of Directors; Scottish Rite Foundation of Georgia Board of Directors.; Advisory Committe Member; 650 Tallulah Trail, , Warner Robins, GA, 31088; Investment-Related; 07/17/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Colony Financial Advisors; Financial advice at Colony Bank.; Financial advice at Colony Bank.; 1412 Bass Rd., , Macon, GA, 30257; Investment-Related; 03/17/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
Reach out to this advisor