Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-30 |
| IN | RA | APPROVED | 2017-11-28 |
Branch Locations
8801 River Crossing Blvd 4Th Floor, Indianapolis, IN 46240 • United States
Carmel , IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Indianapolis | IN | 05/2015 | 06/2017 |
| Indiana University - Kelley School Of Business (Indianapolis) | Indianapolis | IN | 01/2016 | Present |
| Ubs Financial Services Inc. | Indianapolis | IN | 06/2017 | Present |
1. Rider House LLC, Fishers IN United States-46038, Company, Real Estate, the entity is a townhome that I previously lived in (for 7 years). I have moved and am planning on retaining the townhome and renting it out to long-term tenants, Proprietor / owner, I will be in charge of tenant management, sourcing tenants, collecting rent, maintaining the property, and deciding when to sell, start date-2/25/2025, Investment related-Yes. 2. Cedar Bluff, owning and operating an apartment complex, Proprietor / owner, I will be part owner with my father (UBS employee), mother, and three brothers, start date-3/5/2020, FishersIN United States-46037 3. Race to Remember, Race to Remember is a non-profit that will host a 5k to raise money for Alzheimer's research, Member of Board of directorsAs treasurer my role would entail keeping accurate and complete financial records of our expenses and funds raised through corporate donations and individuals. I would also ensure that all funds raised would be donated to an Alzheimer's research group., start date-9/1/2021, FishersIndiana United States46037
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-28 |
Reach out to this advisor