Best Investors
Account
Sign in
Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-28 |
| IN | RA | APPROVED | 2022-08-02 |
Branch Locations
9820 Westpoint Dr. Suite 100, Indianapolis, IN 46256 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Indianapolis | IN | 04/2021 | Present |
| Castle Wealth Advisors | Indianapolis | IN | 01/2017 | 04/2021 |
| Catherine Popp Hoffman, Esq. - Sole Proprietor | Zionsville | IN | 01/1991 | 01/2017 |
Catherine Popp Hoffman Esq.; Zionsville, IN; not investment related; position is Owner-Attorney; start date 1991; 1 hour per month/0 hours during trading; Duties - residual activity of the law practice which was exclusively related to the administration of the mass tort settlement related to defective medical devices.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
Reach out to this advisor