Best Investors
Account
Sign in
Best Investors
Account
Sign in
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-16 |
| FL | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED_RES | 2024-06-13 |
| NC | RA | APPROVED | 2019-09-16 |
Branch Locations
2367 Hendersonville Rd., Arden, NC 28704 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doll And Associates | Asheville | NC | 08/2016 | 12/2018 |
| N/A | Mills River | NC | 01/2019 | 02/2019 |
| Black Harbor Wealth Management | Greenville | SC | 03/2019 | 06/2019 |
| Amerilife | Arden | NC | 06/2019 | Present |
| Brookstone Capital Management | Wheaton | IL | 09/2019 | Present |
Amerilife Not Investment-Related 2367 Hendersonville Rd. Arden, NC 28704 Insurance Sales, Agent Start Date - 06/24/2019 Hours/month - 120 Hours/month during security trading hours - 100 Soliciting and selling health insurance products to the senior market
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
Reach out to this advisor