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 | 2023-11-03 |
Branch Locations
9602 Coldwater Road Suite 100, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2019 | 09/2023 |
| Platformatics Inc. | Bloomington | IN | 05/2018 | 07/2018 |
| Indiana University | Bloomington | IN | 07/2018 | 12/2018 |
| Indiana University | Bloomington | IN | 06/2016 | 05/2018 |
| Unemployed | Fort Wayne | IN | 12/2018 | 03/2019 |
| Fsc Securities Corporation | Fort Wayne | IN | 09/2023 | 11/2023 |
| Osaic Wealth, Inc. | Fort Wayne | IN | 11/2023 | Present |
1. WATERCUTTER FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2023 ADDRESS: 9602 Coldwater Road Suite 100, Fort Wayne IN 46825, United States DESCRIPTION: Assist OSJ David Watercutter who is a Advisor with his service related tasks and sit in meetings. 2. NOTARY FOR WATERCUTTER FINANCIAL LLC POSITION: Notary-Registered Assistant NATURE: Providing Notary services for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2023 ADDRESS: 9602 Coldwater Road Suite 100, Fort Wayne IN 46825, United States DESCRIPTION: Provide notary service for our clients. 3. K NOELLE PROPERTIES LLC POSITION: Member NATURE: K Noelle Properties LLC is an entity that was set up for a real estate purchase my wife and I have acquired. The property is in the LLC's name. I receive no compensation from the LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2025 ADDRESS: 12235 Whispering Breeze Drive, Fishers IN 46037, United States DESCRIPTION: My wife is 51% majority owner of the LLC. I am minority owner at 49%. It was set up to put the name of a real estate purchase in the name of an LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-09 |
Reach out to this advisor