Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| IL | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Andalusia | IL | 07/1998 | Present |
| Principal Securities Inc | Andalusia | IL | 03/2016 | Present |
**OUTSIDE INSURANCE. 01/03/2014. BROKER-LIFE, DI, LTC, FIXED ANNUITIES. **Overson Properties LLC; Not Investment Related; Andalusia, IL; Owner; Overson Properties LLC, owns the Andalusia building. Start Date: 06/01/2019; 0 hrs per month; 0 during trading hours. **OVERSON WHEATLEY FINANCIAL SERVICES POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2023 ADDRESS: 212 5th Ave East, PO Box 410, Andalusia IL 61232, United States DESCRIPTION: Partnership formed with Josh Wheatley as part of the business continuation process.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-29 |
Reach out to this advisor