Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-12 |
| MN | RA | APPROVED | 2026-01-12 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
400 Hwy 169 South, Suite 200, Minneapolis, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital | Minneapolis | MN | 05/2016 | 05/2019 |
| Questar Asset Management | Minneapolis | MN | 05/2016 | 05/2019 |
| Truchoice (Ann Arbor Annuity Exchange) | Ann Arbor | MI | 02/2015 | 12/2021 |
| The Leaders Group Inc | Littleton | CO | 03/2021 | Present |
| Truchoice (American Financial Marketing Inc) | Minneapolis | MN | 12/2021 | 01/2025 |
| Modern Life | Lafayette | NY | 01/2025 | Present |
1.) TLG ADVISORS, INC - 3/8/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 2.) MODERN LIFE - 1/16/2025 - 295 Lafayette Street, #701, New York, NY 10012, Brokerage Manager, Wholesaling variable insurance products, Invt Rel, Insurance Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
Reach out to this advisor