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 | 2024-04-16 |
Branch Locations
360 Us Route 1, Suite 202, Scarborough, ME 04074 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Scarborough | ME | 05/2018 | Present |
| Norma's Restaurant | York | ME | 08/2013 | 05/2018 |
| Bankers Life Securities, Inc | Scarborough | ME | 09/2022 | Present |
| Bankers Life Advisory Services, Inc | Scarborough | ME | 04/2024 | Present |
| Instacart | York | ME | 03/2026 | Present |
BANKERS LIFE & CASUALTY, Inc POSITION: Unit Field Trainer NATURE: Insurance agent. Help clients with Medicare, Life insurance, long/short term insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/18/2018 ADDRESS: 360 route 1 Ste 202, Scarborough 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. INSTACART POSITION: Shopper NATURE: Grocery shopping and delivering groceries INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2026 ADDRESS: 36 Fernald Ave, York ME 03909, United States DESCRIPTION: Grocery shopping and delivering groceries
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-26 |
Reach out to this advisor