Best Investors
Account
Sign in
Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-08 |
Branch Locations
20151 Sw Birch Street Suite 250, Newport Beach, CA 92660 • United States
One American Square, Indianapolis, IN 46282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | Newport Beach | CA | 07/2017 | Present |
| American United Life | Newport Beach | CA | 10/2016 | Present |
| Mass Mutual | Newport Beach | CA | 02/2016 | 10/2016 |
Non-variable insurance sales (fixed life, fixed annuities)**Office Manager: Dental Arts Center of Laguna Hills**Board Member: Meraquas of Irvine
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
Reach out to this advisor