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 |
|---|---|---|---|
| ME | RA | APPROVED | 2023-01-13 |
Branch Locations
360 Us Route 1, Ste 202, Scarborough, ME 04074 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category 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 | Scarborough | ME | 12/2019 | Present |
| Great Falls Marketing | Westbrook | ME | 04/2018 | 12/2019 |
| Casco Bay Steel | South Portland | ME | 01/2017 | 04/2018 |
| Self Employed | Portland | ME | 06/2015 | 01/2017 |
| Bankers Life Securities, Inc | Scarborough | ME | 02/2022 | Present |
| Bankers Life Advisory Services, Inc | Scarborough | ME | 01/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/27/2019 ADDRESS: 360 US RTE STE 202, SCARBORROUGH ME 04074, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-04 |
Reach out to this advisor