Best Investors
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Account
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526 Greenbriar Road, York, PA 17404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-05 |
| CT | RA | APPROVED | 2024-04-23 |
Branch Locations
2 Bridgwater Road Suite 101, Farmington, CT 06032 • United States
526 Greenbriar Road, York, PA 17404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Investors Life & Annuity, Llc. | Farmington | CT | 08/2013 | Present |
| Essex Securities, Llc | Topsfield | MA | 01/2016 | 09/2016 |
| Interactive Financial Advisors | Chicago | IL | 01/2017 | 10/2022 |
| Brooklight Place Securities | Downers Grove | IL | 01/2018 | 06/2019 |
| Macro Advisor, Inc | York | PA | 04/2024 | Present |
1) NAME OF BUSINESS: PROFESSIONAL INVESTORS LIFE & ANNUITY, LLC; NATURE OF BUSINESS: WHOLESALE AND PERSONAL SALES OF LIFE INSURANCE, ANNUITIES, MEDICARE, AND GROUP/INDIVIDUAL HEALTH INSURANCE; LOCATION: 2 BRIDGEWATER ROAD, SUITE 101, FARMINGTON CT 06032; TITLE: PARTNER; START DATE: 08/26/2013; APPROXIMATE NUMBER OF HOURS PER MONTH: 200; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 8.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
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