Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-02-26 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
6135 Ne 80Th Ave Unit A5, Portland, OR 97218 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Portland | OR | 02/2012 | Present |
| Bankers Life Securities, Inc. | Portland | OR | 05/2016 | Present |
| Bankers Life | Portland | OR | 02/2012 | 01/2018 |
| Bankers Life Advisory Services | Portland | OR | 01/2019 | Present |
BANKERS LIFE; INVESTMENT RELATED;5933 NE WIN SIVERS DRIVE, STE 204, PORTLAND, OR 97220; INSURANCE SALES AND SERVICE; INSURANCE AGENT; START DATE 02/2012; 200 HOURS PER MONTH WITH 140 HOURS PER MONTH BEING DURING TRADING HOURS; SELL AND SERVICE LTC, LIFE, MEDICARE SUPPLEMENT, ANNUITY, AND EQUITY INDEXED ANNUITY INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
Reach out to this advisor