Best Investors
Account
Sign in
Newburgh, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-19 |
| TX | RA | APPROVED | 2024-03-05 |
| IN | RA | APPROVED | 2018-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Evansville | Evansville | IN | 06/2014 | 12/2017 |
| Uvest Advisory Group, Llc | Newburgh | IN | 01/2018 | Present |
| Endress Capital Management, L.L.C. | Evansville | IN | 10/2015 | 01/2018 |
| Origin Financial | San Francisco | CA | 12/2021 | 03/2022 |
uVest Advisory Group, LLC / Investment Related / Newburgh, IN / Investment Advisor / Owner / Jan 2018 / 150 hrs per month / 150 hrs during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
Reach out to this advisor