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 | 2026-01-22 |
| FL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2021-06-22 |
| AZ | RA | APPROVED | 2009-02-17 |
Branch Locations
9375 E Shea Blvd Suite 114, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| American United Life | Phoenix | AZ | 01/2009 | Present |
| Oneamerica Securities | Phoenix | AZ | 01/2009 | Present |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Spence Cassidy & Associates, LLC - insurance agency**Owner: 4550 N. Mule Crossing, LLC - rental property**Owner: Spence Financial, Inc. - insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-25 |
Reach out to this advisor