Best Investors
Account
Sign in
Best Investors
Account
Sign in
Tradewell Tax & Financial CRD 332473
$276M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
130 West Main Street #100, Fort Wayne, IN 46802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-14 |
Branch Locations
130 West Main Street #100, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usca Securities Llc | Dallas | TX | 07/2015 | 08/2021 |
| U.S. Capital Wealth Advisors, Llc | Austin | TX | 06/2021 | 08/2021 |
| Cx Institutional, Llc | Auburn | IN | 04/2024 | 02/2025 |
| Self | Fort Wayne | IN | 08/2021 | 04/2024 |
| Primary Caregiver | Fort Wayne | IN | 08/2021 | 04/2024 |
| Tradewell Securities, Llc | Fort Wayne | IN | 03/2025 | Present |
| Tradewell Securities Llc | Fort Wayne | IN | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-31 |
Reach out to this advisor