Best Investors
Account
Sign in
Best Investors
Account
Sign in
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-10-31 |
Branch Locations
Noblesville, IN • United States
500 E 96Th Street Suite 450, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group | Carmel | IN | 05/2016 | 12/2020 |
| Unemployed | Indianapolis | IN | 01/2021 | 03/2021 |
| Windsor Wealth Management | Indianapolis | IN | 04/2021 | 10/2023 |
| Corient | Indianapolis | IN | 10/2023 | Present |
| Corient Services Llc | Miami | FL | 10/2023 | Present |
L.L. James Inc., DBA Sunrise Cafe - Family run restaurant business owned by parents, located in Carmel, IN. This is not an investment related business. Registrant provides general financial assistance relating to: budgeting, lending & banking accounts, and has been doing so since 2016. Named as an authorized individual for continuity planning purposes. Registrant has no ownership stake, and is not a compensated employee, solely providing as needed advice and assistance. This activity comprises less than 5 hours a month.
Reach out to this advisor