Best Investors
Account
Sign in
Best Investors
Account
Sign in
6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities, Inc | Palm Beach Gardens | FL | 02/2016 | 09/2016 |
| Proequities Inc | Montgomery | AL | 10/2016 | 05/2019 |
| Retirement Consultants Network | Adel | GA | 02/2016 | 09/2016 |
| Dba -- Legacy Advisory Group | Montgomery | AL | 09/2016 | 05/2019 |
| Lincoln Financial Advisors | Auburn | AL | 05/2019 | 02/2023 |
| Lpl Financial Llc | Auburn | AL | 02/2023 | 12/2023 |
| Transamerica Investors Securities Corporation | Auburn | AL | 01/2024 | Present |
| Transamerica Life Insurance Company | Auburn | AL | 12/2023 | Present |
1) 05/2025 - BDFC LLC - Business Owner - Non-Inv. Related - Auburn, AL - Owner and Contractor - 11/15/2024 - 20/hrs month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-10 |
Reach out to this advisor