Best Investors
Account
Sign in
Best Investors
Account
Sign in
Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-03 |
| MI | RA | APPROVED | 2025-06-26 |
| AZ | RA | APPROVED | 2024-07-11 |
| IL | RA | APPROVED | 2023-01-09 |
| MA | RA | APPROVED | 2022-02-28 |
| CA | RA | APPROVED | 2021-12-03 |
| TX | RA | APPROVED_RES | 2019-07-19 |
| IN | RA | APPROVED | 2019-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Noblesville | IN | 04/2014 | 02/2019 |
| Primerica Financial Services | Noblesville | IN | 08/2013 | 02/2019 |
| Spinweb Internet Media, Inc. | Indianapolis | IN | 07/1996 | 12/2018 |
| Elevation Financial Llc | Westfield | IN | 07/2018 | Present |
| Elevation Financial Llc | Westfield | IN | 02/2019 | Present |
| Smartpath Advisors, Llc | Atlanta | GA | 06/2024 | 05/2025 |
| Smartpath, Inc. | Atlanta | GA | 07/2024 | 05/2025 |
1. Currently a partner in Zephyr CMC LLC (a marketing firm) Not investment related 16780 Onward Dr Westfield, IN 46074 3/1/2028 5-10 hours/week Oversee marketing work 2.Flat Fee Advisors LLC. start: January 2025; approximately 10-20 hours per month (all during securities trading hours); telephonic. Directory to help consumers find flat fee Advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-26 |
Reach out to this advisor