Best Investors
Account
Sign in
11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-10-01 |
Branch Locations
11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States
317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Haven Llc Dba Crown Haven Wealth Advisors | Carmel | IN | 03/2016 | Present |
| Total Advisor Network, Llc | Spokane | IN | 04/2016 | 02/2017 |
| Blue Duck Wealth Management | Carmel | IN | 02/2017 | 03/2018 |
| Lifemark Securities Corp. | Rochester | NY | 03/2018 | 11/2019 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 11/2019 | Present |
| Crown Haven Wealth Management Llc | Carmel | IN | 10/2020 | Present |
| Crown Haven Wealth Management Llc | Carmel | IN | 08/2020 | Present |
1) DBA: CROWN HAVEN WEALTH ADVISORS. CROWN HAVEN LLC d/b/a CROWN HAVEN WEALTH ADVISORS / INVESTMENT RELATED / 11495 N. PENNSYLVANIA STREET, STE 201 CARMEL, IN 46032 / INDEPENDENT INSURANCE AGENT / 03/2016 / 95 HOURS/MONTH / 60 HOURS/MONTH DURING TRADING HOURS / SALES AND SERVICE OF LIFE AND ANNUITIES PRODUCTS. 2) AEGIS WEALTH MANAGEMENT, INC. / INVESTMENT RELATED / GUTHRIE CENTER, IA / INVESTMENT ADVISER REPRESENTATIVE /11/2019 / APPROXIMATELY 32 HOURS/MONTH / APPROXIMATELY 32 HOURS/MONTH DURING TRADING HOURS / INVESTMENT ADVISORY SERVICES 3) CROWN HAVEN WEALTH MANAGEMENT LLC / INVESTMENT RELATED / 11495 N. PENNSYLVANIA STREET, STE 201 CARMEL, IN 46032 / INVESTMENT ADVISER REPRESENTATIVE & CCO / 08/2020 / APPROXIMATELY 95 HOURS/MONTH / APPROXIMATELY 60 HOURS/MONTH DURING TRADING HOURS / INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
Reach out to this advisor