Best Investors
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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
9840 Westpoint Drive Suite 350, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Indianapolis | IN | 11/1997 | 10/2019 |
| Wealthcare Financial Group Llc | Indianapolis | IN | 11/1997 | Present |
| Avantax Advisory Services | Indianapolis | IN | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Indianapolis | IN | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Indianapolis | IN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Avantax Insurance Services, Inc. | Indianapolis | IN | 11/2004 | 09/2025 |
| 1St Global Advisors, Inc | Indianapolis | IN | 02/1998 | 10/2019 |
1) AMERITAS POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: Indianapolis IN , DESCRIPTION: insurance agent 2) TAX PREPARATION POSITION: SOLE PROPRIETOR NATURE: BUSINESS CONSULTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 DESCRIPTION: Tax prep 3) WEALTHCARE FINANCIAL GROUP LLC POSITION: FINANCIAL ADVISOR NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1997 DESCRIPTION: Provide financial services to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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