Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-05-06 |
Branch Locations
3100 Village Point Ste 200, Chesterton, IN 46304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakesidefinancial Group Llc | Chesterton | IN | 07/2015 | 05/2020 |
| First Allied Securities | San Diego | CA | 06/2015 | 05/2020 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2020 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 05/2020 | Present |
1.) HERITAGE LUTHERAN CHURCH; TREASURER OF BOARD OF PARISH EDUCATION; START DATE 1/1/2016; 1 HOUR PER WEEK. 2.) PORTER COUNTY COMMUNITY FOUNDATION; VOLUNTEER BOARD MEMBER; NON-PROFIT ORGANIZATION; Address: 1401 Calumet Ave, Valparaiso, IN 46383 START DATE: 01/01/2019; 3 HOURS PER MONTH during market hours. Advisory board Secretary for first things first project.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-03 |
Reach out to this advisor