Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-27 |
Branch Locations
360 N Main St, Bluffton, IN 46714 • United States
7635 W Jefferson Blvd, Fort Wayne, IN 46804 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
100 Frontage Rd., Huntington, IN 46750 • United States
1102 N Jefferson, Ossian, IN 46777 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flat Creek, Llc | Fort Wayne | IN | 03/2007 | 09/2016 |
| Taylor University | Upland | IN | 06/2013 | 05/2017 |
| Shelton Financial Group, Inc. | Fort Wayne | IN | 06/2017 | 11/2023 |
| Comprehensive Asset Management And Servicing, Inc. | Parsippany | NJ | 08/2017 | 01/2018 |
| Usa Financial Securities Corporation | Ada | MI | 01/2018 | 11/2023 |
| Kestra Investment Services, Llc | Fort Wayne | IN | 11/2023 | Present |
| Kestra Advisory Services, Llc | Fort Wayne | IN | 11/2023 | Present |
Business Name: SHELTON FINANCIAL GROUP POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2023 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: Ongoing servicing of existing clients and finding new ones. Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/15/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Service existing clients and find new ones.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
Reach out to this advisor