Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-07 |
Branch Locations
14 Walsh Dr Suite 201, Parsippany, NJ 07054 • United States
One American Square, Indianapolis, IN 46282 • United States
4 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | New York | NY | 05/2015 | 09/2019 |
| Paradigm Wealth Advisory Llc | Englewood | NJ | 09/2019 | 05/2024 |
| Oneamerica Securities | Parsippany | NJ | 12/2025 | Present |
| American United Life | Parsippany | NJ | 08/2021 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**Director of Advanced Planning/Owner: Integrative Wealth Strategies Inc-Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-08 |
Reach out to this advisor