Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-08-02 |
Branch Locations
3388 Founders Road, Suite 100, Indianapolis, IN 46268 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mack Financial Group | Indianapolis | IN | 07/2013 | Present |
| M Holdings Securities | Portland | OR | 07/2016 | 12/2018 |
| Indiana Pacers | Indianapolis | IN | 07/2004 | Present |
| Tlg Advisors, Inc. | Littleton | CO | 01/2019 | Present |
1.) IS BOARD OF TRUSTEES - 01/01/2016 - 601 E Kirkwood Avenue, Bloomington, IN 47405 - Chair, Student Relations Committee, Not Invt Rel, 1 hr/mo; 1 hr/mo (during trading hours). 2.) IU FOUNDATION BOARD - 1/1/2011 - Showalter House, 1500 N State Road 46 Bypass, Bloomington, IN 47408 - Member, Not Invt Rel, 1 hr/mo; 1 hr/mo (during trading hours). 3.) CRIPE BOARD OF DIRECTORS - 1/1/2017 - 3939 Priority Way South Drive, Suite 200, Indianapolis, IN 46240 - Member, Not Invt Rel, 1 hr/mo; 1 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-08 |
Reach out to this advisor