Best Investors
Account
Sign in
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-10 |
Branch Locations
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
One Buckhead Plaza, 3060Peachtree Road Nw Suite 470, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Angie's List | Indianapolis | IN | 06/2011 | 11/2016 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 12/2016 | 07/2020 |
| Schwab Private Client Investment Advisory | Indianapolis | IN | 06/2018 | 03/2020 |
| Oxford Financial Group, Ltd. | Carmel | IN | 04/2022 | Present |
| Nallenweg Financial, Llc | Indianapolis | IN | 07/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-08 |
Reach out to this advisor