Best Investors
Account
Sign in
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
| WI | RA | APPROVED | 2026-02-24 |
| KS | RA | APPROVED | 2026-02-20 |
| IN | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2009-01-26 |
Branch Locations
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance America Corporation | Sarasota | FL | 04/2010 | Present |
| United Advisors America Corporation | Prosper | TX | 01/2009 | Present |
ALLIANCE AMERICA CORPORATION, LIFE AND HEALTH INSURANCE AGENCY, REGIONAL SALES DIRECTOR, SARASOTA, FLROIDA, A FULL TIME POSITION OFFERING INSURANCE PRODUCTS AND MANAGING OTHER INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-18 |
| S66 | Uniform Combined State Law Examination | 2001-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-25 |
Reach out to this advisor