Best Investors
Account
Sign in
Best Investors
Account
Sign in
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Sherrill | NY | 05/2011 | 04/2024 |
| Chandler & Edem Financial Consultants | Sherrill | NY | 05/2011 | 12/2019 |
| Cfd Investments | Kokomo | IN | 05/2024 | Present |
| Creative Financial Designs | Kokomo | IN | 05/2024 | Present |
1) INSURANCE SALES; Investment Related;475 Sherrill Rd, Sherrill, Ny, 13461; Insurance Sales (primarily life Insurance); Sole Proprietor/ Insurance Agent; 2009;20 hours per month; 20 hours per month; educate, recommend, and sell insurance products to clients direct with insurance carriers (like Guardian Life) or through GA's (like Ash Brokerage) 2) DBA: SOUND MIND FINANCIAL LLC, Investment Related; 475 Sherrill Rd, Sherrill, NY, 13461; FINANCIAL ADVISER;1/1/2020; 200 per month; 160 per month; Work under its DBA 3) New Life Christian School Board of Education; Not Investment Related; 1528 River Road, Hamilton, NY 13346; Board Member; 1/13/2025; 2 hours/month; 0 hours/ month; Help shape the mission & strategic direction of the school and ensure leadership & adequate resources for the school.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-16 |
Reach out to this advisor