Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya | Des Moines | IA | 05/2017 | 03/2018 |
| Insurance Social Media | Des Moines | IA | 01/2017 | 04/2017 |
| Full Time Student | Des Moines | IA | 07/2016 | 01/2017 |
| Principal Financial Group | Des Moines | IA | 03/2018 | 03/2018 |
| Voya Financial Advisors | Des Moines | IA | 04/2018 | 06/2019 |
| Voya Financial Partners, Llc | Ankeny | IA | 07/2019 | 04/2022 |
| Gilico | Des Moines | IA | 05/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2024 | Present |
1.) GILICO - 5/1/2022 - 508 E Locust, Des Moines, IA 50309 - Internal/Hybrid Wholesaler, IMO wholesaler, Not Invt Rel, Insurance business, 160 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/3/2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
Reach out to this advisor