Best Investors
Account
Sign in
Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-11 |
Branch Locations
2202 N Lebanon Street, Lebanon, IN 46052 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmizer | Indianapolis | IN | 05/2016 | 01/2017 |
| The Wellington Group Llc | Indianapolis | IN | 05/2018 | 09/2018 |
| Emens Auditorium | Muncie | IN | 08/2016 | 09/2019 |
| Alterdomus | Carmel | IN | 05/2018 | 09/2021 |
| Student | Muncie | IN | 08/2015 | 05/2019 |
| Shane Beaman | Zionsville | IN | 09/2021 | 11/2021 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 01/2022 | 01/2024 |
| Shane Beaman | Indianapolis | IN | 11/2021 | 12/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2026 | Present |
(1) North Salem Wealth Strategies (North Salem State Bank); DBA; Investment Related; 2202 N. Lebanon St, Lebanon, IN 46052; Investment Advisory and Financial Planning; Start 1/22/2024; 174 hours/month, 174 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-12 |
Reach out to this advisor