Best Investors
Account
Sign in
450 E. 96Th Street Suite 500, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Frankfort | IN | 07/2016 | 08/2017 |
| Center For Wealth Planning Advisors, Inc. | Frankfort | IN | 07/2016 | 08/2017 |
| Center For Wealth Planning | Frankfort | IN | 02/2017 | 08/2017 |
1) 2/21/2017 - Timmons Financial Services - Investment Related - At Reported Business Location(s) - DBA for sole proprietorship Started 02/17/2017 - 160 Hours Per Month During Securities Trading. Dealing with annuity and health insurance business. 2) 3/6/2017 - Central Indiana Wealth Advisors - Investment Related - At Reported Business Location(s) - Started 03/01/2017 - 8 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
Reach out to this advisor