Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-11-04 |
Branch Locations
8500 Keystone Crossing Suite 540, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Muncie | IN | 07/2022 | Present |
| Royal Alliance Associates, Inc | Muncie | IN | 08/2021 | 07/2022 |
| Mutual Bank / Northwest Bank | Muncie | IN | 06/2019 | 08/2021 |
| Mutual Bank | Muncie | IN | 09/2017 | 06/2019 |
| Mutual Bank | Muncie | IN | 01/2017 | 09/2017 |
| Bill Gaddis Chrysler Dodge Jeep Ram | Muncie | IN | 08/2015 | 01/2017 |
1. WEALTH STRATEGIES INC POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 207 N High St Muncie IN 47305 DESCRIPTION: I meet with clients to discuss their accounts. I work with eMoney to create financial plans. I research and give input on different investments and model management. I assist with marketing and promotion. 2. NOTARY POSITION: Notary NATURE: I am a Notary. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2020 ADDRESS: 3200 W Ashland Ave Muncie IN 47304 DESCRIPTION: Notary Public. I don't advertise, and so I hardly ever notarize anything. I do not charge a fee. 3. HOME SAVERS OF DELAWARE COUNTY POSITION: Board Member NATURE: Home Savers is a nonprofit corporation that helps with home repairs for low-income homeowners in the Delaware County community. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 3200 W Ashland Ave Muncie IN 47304 DESCRIPTION: I am a board member. I assist in making decisions for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-03 |
Reach out to this advisor