Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| IN | RA | APPROVED | 2017-06-13 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
9340 Priority Way West, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanctuary Wealth | Indianapolis | IN | 10/2015 | Present |
1) Name: TrueNU Position: Board Member Nature: Non-Profit Organization for Northwestern University Athletics - Name, Image, Likeness Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 02/15/2023 Address: 2250 Southwind Blvd, Bartlett IL 60103, United States Description: Board Member to help guide the executive director 2) Name: Northwestern C100 Position: Member Nature: Women's group at Northwestern Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/10/2023 Address: 633 Clark St, Evanston IL 60208, United States Description: Member only 3) CENTRAL INDIANA COMMUNITY FOUNDATION POSITION: PALC Member NATURE: Board of professionals to serve for Central Indiana Community Foundation PALC board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 7/1/2024 ADDRESS: 615 Alabama St. #300, Indianapolis IN 46204, United States DESCRIPTION: Professional Advisor Leadership Council focused on charitable giving.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-18 |
Reach out to this advisor