Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-08-18 |
Branch Locations
14074 Trade Center Drive Suite 114, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A. M. Hardee & Associates, Llc | Indianapolis | IN | 01/2013 | Present |
| Transamerica Financial Advisors, Inc | Fishers | IN | 11/2016 | Present |
| Wfgia | Fishers | IN | 06/2016 | Present |
| Net Law Inc. | Louisville | KY | 03/2020 | Present |
| Naifa-Indiana | Fishers | IN | 09/2022 | 12/2023 |
| Wealthwave | Johns Creek | GA | 12/2017 | Present |
| Star Benefit Associates, Inc. | Indianapolis | IN | 08/2023 | Present |
| National Association Of Insurance And Financial Advisors Indiana | Fishers | IN | 09/2022 | 12/2023 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. M. HARDEE & ASSOCIATES, LLC/Investment Related - No/5545 N Meridian Street, Indianapolis, IN 46208/Seeks to provide consulting advice on economic or housing developments, charitable giving advice or political campaign consulting./President & CEO/01.2013/10/0/Responsible for providing advise on projects and any day-to-day administration of business operations. Net Law Inc./No/ 12910 Shelbyville Road, Suite 124 Louisville, KY 40243' 03/17/2020; Representative; Trust/Estate Planning online; 4 hrs/month; 0 during sec. trading; I discuss services with clients and forward a weblink for their consideration; approved with restrictions STAR BENEFIT ASSOCIATES, INC. POSITION: Independent Agent NATURE: Medicare insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2023 ADDRESS: 6525 E. 82nd Street, Suite 214, Indianapolis IN 46240, United States DESCRIPTION: Offer Medicare supplement insurance, Medicare Advantage plans and prescription drug plans for those eligible.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-16 |
Reach out to this advisor