Best Investors
Account
Sign in
Best Investors
Account
Sign in
Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Indianapolis | IN | 04/2008 | 09/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2011 | 01/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2011 | 03/2017 |
| Integrated Planning & Wealth Management, Llc | Carmel | IN | 02/2017 | Present |
| Integrated Planning & Wealth Management, Llc | Carmel | IN | 11/2011 | Present |
| Integrated Consulting & Advisory Solutions, Llc | Carmel | IN | 09/2014 | Present |
| 2020 Money Media Llc | Carmel | IN | 07/2023 | Present |
INTEGRATED CONSULTING & ADVISORY SOLUTIONS, LLC not investment-related 11495 N Pennsylvania St, Ste 120, Carmel, IN 46032 business consulting Owner 9/19/2014 5 hours per week 3 hours per week during trading Provide workflow and CRM systems as well as coaching and consulting to other financial services firms. 2020 MONEY MEDIA LLC not investment-related 11495 N Pennsylvania St, Ste 120, Carmel, IN 46032 media production Owner 7/3/2023 8 hours per month 4 hours per month during trading Produce educational and informational content and resources to support a financial literacy podcast for optometrists and optometric private practice owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-24 |
Reach out to this advisor