Best Investors
Account
Sign in
One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-24 |
Branch Locations
5857 Owens Ave Suite 300, Carlsbad, CA 92008 • 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 |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 01/2013 | 06/2019 |
| Class Advisors, Gp | San Diego | CA | 07/2019 | 06/2022 |
| Jpm Consulting | San Diego | CA | 07/2022 | 08/2023 |
| American United Life | Carlsbad | CA | 06/2022 | Present |
| Oneamerica Securities | Carlsbad | CA | 09/2023 | Present |
Non-variable insurance sales (fixed life, fixed annuities)**One Pacific Tax, LLP - CPA Firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
Reach out to this advisor