Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-30 |
Branch Locations
18022 Cowan, Suite 265, Irvine, CA 92614 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Irvine | CA | 12/2023 | Present |
| Barron & Guthrie Park | Portsmouth | VA | 04/2016 | 10/2023 |
| Bankers Life Securities, Inc | Irvine | CA | 11/2024 | Present |
| Bankers Life Advisory Services, Inc | Irvine | CA | 06/2025 | Present |
Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. KILLYBROOKE ELEMENTARY SCHOOL PTA BOARD POSITION: Treasurer NATURE: Maintain the books and minutes of meetings regarding financial matters for the school.Devise fundraisers for the school.Sign checks and disburse payments for various school activities. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 3155 Killybrooke Ln, Costa Mesa CA 92626, United States DESCRIPTION: Ability to attend monthly meetings, Have student attending the school, Good with numbers, Attention to detail, Professional mannerism
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
Reach out to this advisor