Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-12 |
| SC | RA | APPROVED | 2021-01-19 |
| IN | RA | APPROVED | 2020-02-07 |
| ME | RA | APPROVED | 2018-05-09 |
| OH | RA | APPROVED | 2018-05-08 |
Branch Locations
80 S. Plum Street, Troy, OH 45373 • United States
Tipp City, OH • 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 |
|---|---|---|---|---|
| Careworks | Columbus | OH | 03/2000 | 10/2016 |
| Hews Financial Services | Tipp City | OH | 07/2003 | 10/2016 |
| Southeast Investments, N.C. Inc. | Charlotte | NC | 09/2013 | 10/2016 |
| American United Life | Tipp City | OH | 06/2012 | Present |
| Oneamerican Securities | Tipp City | OH | 10/2016 | Present |
| Guardian Life Insurance | Troy | OH | 05/2021 | Present |
| Park Avenue Securities | Troy | OH | 05/2021 | Present |
| Guardian Life Insurance Company | Tipp City | OH | 06/2024 | Present |
| Park Avenue Securities | Tipp City | OH | 06/2024 | Present |
1. Hews Financial Services Hews Financial Services; for sale and servicing of life, di, ltc, medical, group products and fixed annuities Start: 06/01/1984 Address: 7620 Winding Way S. Tipp City, OH 45371 Hrs per month - tot/bus: 10/5 Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-05-19 |
Reach out to this advisor