Best Investors
Account
Sign in
Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-03-27 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
New Palestine, IN • 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 |
|---|---|---|---|---|
| Calzmar Enterprises Inc | Greenfield | IN | 08/2000 | 07/2017 |
| Bruce Laughin/Northwestern Mutual | Indianapolis | IN | 11/2015 | 11/2018 |
| Northwestern Mutual | Indianapolis | IN | 11/2015 | 01/2019 |
| American Funds | Carmel | IN | 12/2018 | 04/2020 |
| American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 10/2024 |
| Capital Group / Capital Client Group, Inc. | Carmel | IN | 10/2024 | Present |
Name of the other business: G5 Autos / Is the business Investment Related: No / The address of the other business: Fishers, IN 46037 (Legal Address), physical location is different. / The nature of the other business: Used Car Sales / Your position/title: Bookkeeper / Start date: 11/02/20 / The number of hours/month you devote to the other business: 2-8 / The number of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-10 |
Reach out to this advisor